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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Filed as: VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $28,486 |
15 funds of $250K or more; 20 lines in all, holding $27.1M of the plan's $27.1M. From the 2025 filing. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard U.S. Growth Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $5.6M | 20.7% |
| Vanguard Primecap Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $3.1M | 11.3% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $2.8M | 10.5% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.6M | 9.7% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $2.4M | 9.0% |
| Mutual Funds (Participant Directed) Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.4M | 8.9% |
| Vanguard Growth and Income Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.7M | 6.4% |
| Common Collective/Trust (Participant Directed) Vanguard Retirement Savings Trust Vanguard · Stable value Stable valueRecordkeeper's own fund | $1.6M | 5.8% |
| Vanguard Windsor II Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.4M | 5.0% |
| Vanguard International Growth Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $624K | 2.3% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.