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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $76,508 |
14 funds of $250K or more; 17 lines in all, holding $21.8M of the plan's $22.9M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, collective trust, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $18.0M | 82.8% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.4M | 6.6% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $834K | 3.8% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $425K | 2.0% |
| William Blair Large Cap Growth Fund Class R6 William Blair · Mutual fund | $324K | 1.5% |
| Goldman Sachs International Equity Income Fund Class R6 Goldman Sachs · Mutual fund | $265K | 1.2% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $139K | 0.6% |
| Vanguard Long-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $115K | 0.5% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $80K | 0.4% |
| Vanguard Short-Term Federal Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $56K | 0.3% |
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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.