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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,290 |
GREENSPRING ADVISORS, LLC4+ years Service code 15 · EIN 82-5320133 | Recordkeeping | $22,974 |
11 funds of $250K or more; 9 lines in all, holding $11.0M of the plan's $11.1M. From the 2024 filing. Recordkeeper: Greenspring Advisors.
Target-date series: Vanguard Target Retirement, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $7.0M | 63.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 17.2% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 9.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $885K | 8.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $81K | 0.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $55K | 0.5% |
| Collateral, Value Cost Value Registered Investment Compan Manager not matched · Other | $39K | 0.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $21K | 0.2% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $3K | <0.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.