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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,994 |
29 funds of $250K or more; 21 lines in all, holding $146M of the plan's $152M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $48.0M | 32.8% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $26.0M | 17.8% |
| MFS Growth Fund R4 MFS (Sun Life) · Mutual fund | $20.9M | 14.3% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $20.7M | 14.2% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $6.4M | 4.4% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $4.7M | 3.2% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $3.5M | 2.4% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $3.2M | 2.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.3M | 1.6% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.8M | 1.2% |
Added 3 funds, dropped 8 funds.
| Fund | Year-end value |
|---|---|
| DroppedSecurities Mutual funds Vanguard Insitutional Index Fund Inst'l Shrs | $14.6M |
| DroppedVanguard Index Admiral | $6.5M |
| AddedVanguard Windsor II Fund Admiral Shares | $3.5M |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.