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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,797 |
CHARLES SCHWAB & CO., INC.1+ years Service code 99 | Other Fees | $0 |
29 funds of $250K or more; 20 lines in all, holding $156M of the plan's $162M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $117M | 75.2% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $14.9M | 9.6% |
| Principallcgrfdiclr6 Principal · Mutual fund | $4.4M | 2.9% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market Recordkeeper's own fund | $2.3M | 1.5% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $2.1M | 1.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $2.1M | 1.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.0M | 1.3% |
| Vanguard Retirement Savings Trust III Vanguard · Stable value Stable valueRecordkeeper's own fund | $2.0M | 1.3% |
| Schwab Small-Cap Index Fund Charles Schwab · Mutual fund Index | $1.5M | 1.0% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.3M | 0.8% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.