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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,985 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 16 · EIN 31-1582098 | Consulting | $14,599 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 16 · EIN 36-4291971 | Consulting | $5,000 |
23 funds of $250K or more; 19 lines in all, holding $49.2M of the plan's $50.9M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $25.2M | 51.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $8.2M | 16.6% |
| Vanguard Primecap Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $4.3M | 8.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.1M | 4.2% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.9M | 3.8% |
| Vanguard International Value Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.1M | 2.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $994K | 2.0% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $878K | 1.8% |
| JPMorgan High Yield Fund Class R6 JPMorgan · Mutual fund | $747K | 1.5% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $657K | 1.3% |
No lineup changes between the 2024 and 2025 filings.
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.