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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $156,282 |
Filed as: ROBERT W BAIRD INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $50,000 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $43,536 |
24 funds of $250K or more; 18 lines in all, holding $119M of the plan's $120M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $89.5M | 75.2% |
| Vanguard Large-Cap Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $12.3M | 10.4% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $3.5M | 2.9% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $3.3M | 2.8% |
| Vanguard Retirement Savings Trust III Vanguard · Stable value Stable valueRecordkeeper's own fund | $1.7M | 1.4% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.6M | 1.4% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.6M | 1.4% |
| Vanguard Inflation-Protected Securities Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.2M | 1.0% |
| Vanguard Small-Cap Value Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $853K | 0.7% |
| Vanguard High-Yield Corporate Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $794K | 0.7% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.