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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Filed as: GUIDELINE INVESTMENTS, LLC Service code 26 · EIN 32-0781448 | Advisory (Participants) | $11,456 |
9 funds of $250K or more; 36 lines in all, holding $11.5M of the plan's $11.6M. From the 2025 filing. Recordkeeper: Guideline.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.2M | 36.1% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 18.6% |
| Admiral Vanguard Group Bond Index Admiral Class Mutual Fund Vanguard · Mutual fund Index | $1.1M | 9.7% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund | $957K | 8.3% |
| Vanguard Specialized Dividend REIT Index Fund Vanguard · Mutual fund Index | $462K | 4.0% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund | $380K | 3.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $339K | 2.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $293K | 2.5% |
| The Vanguard Group Vanguard Ftse Social Index Fund Vanguard · Mutual fund Index | $291K | 2.5% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $188K | 1.6% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Group Bond Index Admiral Class to Admiral Vanguard Group Bond Index Admiral Class Mutual Fund | $1.1M to $1.1M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.