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| Provider | Service type | Compensation |
|---|---|---|
CETERA FINANCIAL GROUP3 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 665 W BROADWAY · SAN DIEGO, CA 92101 | Advisory (Plan) | $36,540 |
THE VANGUARD GROUP, INC.3 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $25,907 |
ASCENSUS LLC6 years Filed as: FUTUREPLAN Service code 49 415 8TH AVE NE · BRAINERD, MN 56401 | Other Services | $21,898 |
GOLDLEAF PARTNERS3 years Service code 99 PO BOX 55757 · BOSTON, MA 02205 | Other Fees | $3,905 |
ASCENSUS LLC3 years Service code 99 | Other Fees | $589 |
23 funds hold $45.2M of the plan's $45.6M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $10.8M | 23.8% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $9.8M | 21.7% |
| William Blair Large Cap Growth Fund Class I William Blair · Mutual fund | $4.7M | 10.5% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $4.5M | 10.0% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $3.3M | 7.4% |
| Money Market Fund Federated Hermes Federated Hermes · Money market | $2.4M | 5.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.4M | 3.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.3M | 2.9% |
| TCW Metwest Total Return Bond Fund Class I TCW · Mutual fund | $1.1M | 2.5% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $1.1M | 2.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.