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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $145,165 |
23 funds of $250K or more; 16 lines in all, holding $71.9M of the plan's $73.6M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, collective trust, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $54.7M | 76.1% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $4.9M | 6.8% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.5M | 3.5% |
| Brown Advisory Sustainable Growth Fund Brown Advisory · Mutual fund | $2.3M | 3.2% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $1.5M | 2.1% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.2M | 1.7% |
| Vanguard Ret Income Trust II Vanguard · Collective trust Recordkeeper's own fund | $1.2M | 1.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $705K | 1.0% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $575K | 0.8% |
| Vanguard International Stock Index Fund Vanguard · Mutual fund IndexRecordkeeper's own fund | $547K | 0.8% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Fiduciary Trust Company | $531K |
| DroppedVanguard Explorer Fund Investor Shares | $488K |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.