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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,095 |
22 funds of $250K or more; 23 lines in all, holding $140M of the plan's $140M. From the 2024 filing. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $42.1M | 30.1% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $11.0M | 7.9% |
| Vanguard Life Strategy Growth Vanguard · Mutual fund Recordkeeper's own fund | $9.9M | 7.1% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $8.5M | 6.1% |
| Vanguard Capital Opportunity Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $7.9M | 5.7% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $7.7M | 5.5% |
| Vanguard Life Strategy Moderate Growth Fund Vanguard · Mutual fund Recordkeeper's own fund | $6.2M | 4.5% |
| Value Fund R6 Class American Century · Mutual fund | $5.2M | 3.7% |
| American Funds Euro Pacific Growth R6 Capital Group · Mutual fund | $5.1M | 3.7% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price Mid-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $5.1M | 3.6% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.