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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Fees | $3,600 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP, INC Service code 99 · EIN 23-1945930 | Other Fees | $2,310 |
ASCENSUS LLC2 years Service code 99 · EIN 11-3665754 | Other Fees | $0 |
7 funds of $250K or more; 19 lines in all, holding $10.2M of the plan's $10.4M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $8.5M | 83.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $675K | 6.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $169K | 1.6% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $112K | 1.1% |
| Calvert US Large-Cap Core Responsible Index Fund Class R6 Morgan Stanley · Mutual fund | $108K | 1.1% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $104K | 1.0% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $87K | 0.8% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $82K | 0.8% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $80K | 0.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $67K | 0.7% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.