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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC8 years Filed as: BROWN ADVISORY SECURITIES Service code 19 · EIN 75-3014089 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Securities Custodian | $168,208 |
BOLTON PARTNERS, INC.10+ years Filed as: BOLTON PARTNERS INVESTCONSULT GRP Service code 16 · EIN 52-1871508 36 SOUTH CHARLES STREET · BALTIMORE, MD 21201 | Consulting | $17,304 |
4 funds of $250K or more; 6 lines in all, holding $17.9M of the plan's $58.6M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $15.8M | 88.5% |
| Tawain Semiconductor A D R Manager not matched · Other | $727K | 4.1% |
| Money Market Account First American Government Manager not matched · Money market | $726K | 4.1% |
| Schwab Carles Corp Charles Schwab · Mutual fund | $259K | 1.4% |
| Mondelez International Manager not matched · Other | $200K | 1.1% |
| Nomad Foods, Limited Manager not matched · Other | $141K | 0.8% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.