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| Provider | Service type | Compensation |
|---|---|---|
TAGSTONE CAPITAL, INC.7 years Service code 26 4400 PARK ROAD · CHARLOTTE, NC 28209 | Advisory (Participants) | $24,530 |
PAYCHEX, INC.8 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,473 |
5 funds of $250K or more; 26 lines in all, holding $5.0M of the plan's $5.3M. From the 2024 filing. Recordkeeper: Paychex.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Short-Term Federal Fund Admiral Shares Vanguard · Mutual fund | $1.1M | 20.9% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $923K | 18.4% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $590K | 11.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $463K | 9.2% |
| DFA One-Year Fixed Income Portfolio - Institutional Class Dimensional · Mutual fund | $288K | 5.7% |
| Vanguard LifeStrategy 40/60 Fund Investor Shares Vanguard · Mutual fund | $222K | 4.4% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $216K | 4.3% |
| T. Rowe Price Global Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $204K | 4.1% |
| Dodge & Cox Global Bond Fund Dodge & Cox · Mutual fund | $175K | 3.5% |
| Baron Opportunity Fund Institutional Class Manager not matched · Mutual fund | $108K | 2.1% |
Covers 60,908 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.