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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $20,347 |
8 funds of $250K or more; 5 lines in all, holding $5.7M of the plan's $5.8M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $4.7M | 81.3% |
| Vanguard Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $837K | 14.6% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $134K | 2.3% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $66K | 1.1% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $35K | 0.6% |
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.