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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 32-0781448 | Advisory (Participants) | $7,233 |
7 funds of $250K or more; 20 lines in all, holding $7.1M of the plan's $7.1M. From the 2025 filing. Recordkeeper: Guideline.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Mutual fund Vanguard · Mutual fund Index | $3.0M | 42.0% |
| Vanguard Mutual Funds Developed Markets Index Vanguard · Mutual fund Index | $1.1M | 16.1% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $901K | 12.6% |
| Index Fund Vanguard Emerging Markets Mutual fund Vanguard · Mutual fund Index | $556K | 7.8% |
| Stock Index Fund Vanguard Growth Index Fund Mutual fund Vanguard · Mutual fund Index | $319K | 4.5% |
| Vanguard real estate index Mutual Fund Vanguard · Mutual fund Index | $277K | 3.9% |
| Fund Vanguard Funds Total Mutual fund Vanguard · Mutual fund | $274K | 3.9% |
| International Bond Index Vanguard 500 Index Fund Mutual fund Vanguard · Mutual fund Index | $157K | 2.2% |
| Fund Vanguard Information Mutual Fund Vanguard · Mutual fund | $133K | 1.9% |
| Technology Index Fund Vanguard Total International Mutual fund Vanguard · Mutual fund Index | $132K | 1.9% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFund Vanguard Funds Total Mutual fund | $274K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.