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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $138,956 |
GREENSPRING ADVISORS, LLC8+ years Filed as: GREENSPRING ADVISORS Service code 28 · EIN 82-5320133 | Investment Management | $50,625 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $21,800 |
22 funds of $250K or more; 13 lines in all, holding $210M of the plan's $211M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $151M | 72.0% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $21.7M | 10.4% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $11.7M | 5.6% |
| Vanguard Retirement Savings Trust Vanguard · Stable value Stable value | $4.8M | 2.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.8M | 2.3% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.1M | 1.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 1.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.5M | 1.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 1.0% |
| World ex U.S. Core Equity Portfolio Institutional Class Shares Dimensional · Mutual fund | $1.8M | 0.9% |
Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Small-Cap Value Index Fund Admiral Shares to Vanguard Small-Cap Value Index Fund Investor Shares | $2.0M to $1.6M |
| Share class changeVanguard Small-Cap Growth Index Fund Admiral Shares to Vanguard Small-Cap Growth Index Fund Investor Shares | $1.8M to $1.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.