Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY2 years Service code 12 PO BOX 82535 · LINCOLN, NE 68501 | Claims processing; Trustee (bank, tru... | $490 |
2 funds of $250K or more; 3 lines in all, holding $2.3M of the plan's $10.1M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 62.0% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 7 vintages | $615K | 26.3% |
| Federated Hermes U.S. Treasury Cash Reserves Federated Hermes · Money market | $274K | 11.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.