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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $72,832 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $527 |
22 funds of $250K or more; 56 lines in all, holding $20.3M of the plan's $24.1M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $8.1M | 39.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 7.7% |
| Vanguard Developed Mkts Id Adm Vanguard · Mutual fund | $1.1M | 5.5% |
| Fixed Account Plus Corebridge (AIG) · Insurance contract | $1.1M | 5.4% |
| American Funds Wash Mutual R6 Capital Group · Mutual fund | $970K | 4.8% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund | $964K | 4.7% |
| Vanguard Intrm-Trm Bnd Index Adm Vanguard · Mutual fund Index | $729K | 3.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $697K | 3.4% |
| Valic Stock Index Fund Corebridge (AIG) · Mutual fund Index | $625K | 3.1% |
| American Funds Fidelity Adv Total Bond Z Capital Group · Mutual fund | $470K | 2.3% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmerican Funds Fidelity Adv Total Bond Z | $470K |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.