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| Provider | Service type | Compensation |
|---|---|---|
CAROLINA QUAL RETR PLAN ADVS, LLC1 year Service code 27 2795 ANCHOR WATCH DR · WADMALAW ISLAND, SC 294877103 | Advisory (Plan) | $44,629 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,324 |
11 funds of $250K or more; 15 lines in all, holding $14.8M of the plan's $15.1M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $12.9M | 86.9% |
| T. Rowe Price All-Cap Opport I T. Rowe Price · Mutual fund | $481K | 3.3% |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class T. Rowe Price · Mutual fund | $380K | 2.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $318K | 2.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $121K | 0.8% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $115K | 0.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $113K | 0.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $85K | 0.6% |
| Galliard Ret Income FD CL 35 Allspring · Collective trust | $82K | 0.6% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $81K | 0.5% |
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.
The auditor signed off without reservation. This is the cleanest opinion.