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| Provider | Service type | Compensation |
|---|---|---|
MARTIN, MARTIN, RANDALL & ASSOCIATE11+ years Filed as: MARTIN MARTIN RANDALL & ASSOC, INC. Service code 11 · EIN 64-0765749 | Actuarial | $14,095 |
8 funds of $250K or more; 13 lines in all, holding $5.1M of the plan's $6.0M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $945K | 18.7% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $643K | 12.7% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund | $631K | 12.5% |
| Vanguard Growth and Income Fund Investor Shares Vanguard · Mutual fund | $512K | 10.1% |
| Vanguard Wellesley Income Fund Investor Shares Vanguard · Mutual fund | $481K | 9.5% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $454K | 9.0% |
| Fidelity Mid-Cap Stock Fund Fidelity (FMR) · Mutual fund | $342K | 6.8% |
| Vanguard Trustees International Value Vanguard · Mutual fund | $260K | 5.1% |
| Vanguard Small-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $222K | 4.4% |
| Vanguard U.S. Growth Fund Investor Shares Vanguard · Mutual fund | $222K | 4.4% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
R. A. Childress, Ea Martin Martin Randall & Assoc, Inc. Schedule SB | Schedule SB | Pro |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.