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| Provider | Service type | Compensation |
|---|---|---|
GREENSPRING ADVISORS, LLC8 years Service code 15 · EIN 82-5320133 | Recordkeeping | $27,611 |
15 funds of $250K or more; 14 lines in all, holding $21.2M of the plan's $21.5M. From the 2024 filing. Recordkeeper: Greenspring Advisors.
Target-date series: Vanguard Target Retirement, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $11.7M | 55.1% |
| Van Target Retire Inc Vanguard · Mutual fund | $2.7M | 12.6% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $2.4M | 11.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 6.1% |
| Vanguard Target Retirement Vanguard · Other Target-date, 3 vintages | $922K | 4.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $770K | 3.6% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $428K | 2.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $394K | 1.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $337K | 1.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $217K | 1.0% |
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 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.