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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION11+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $190,119 |
HARBOR INVESTMENT ADVISORY LLC11+ years Filed as: HARBOR INVESTMENT ADVISORY, LLC Service code 26 2330 WEST JOPPA ROAD · LUTHERVILLE, MD 21093 | Advisory (Participants) | $56,720 |
SLAVIC INTEGRATED ADMINISTRATION11+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $46,808 |
HUMAN RESOURCES DEPARTMENT11+ years Filed as: HUMAN RESOURCES INC Service code 14 · EIN 52-1665523 | Plan Administrator | $45,874 |
35 funds of $250K or more; 32 lines in all, holding $97.9M of the plan's $99.4M. From the 2024 filing. Recordkeeper: Slavic401k.
Target-date series: Vanguard Target Retirement, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $44.6M | 45.5% |
| Vanguard Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $12.3M | 12.5% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.2M | 7.4% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.9M | 6.0% |
| State Street S&P 500 Index Fund Class N State Street (SSgA) · Mutual fund Index | $3.9M | 4.0% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $3.1M | 3.1% |
| Vanguard Consumer Staples Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.0M | 3.1% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $2.7M | 2.7% |
| Fidelity Advisor Technology Fund Fidelity (FMR) · Mutual fund | $2.3M | 2.4% |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price · Mutual fund | $1.5M | 1.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.