Filings through .
Filed May 30, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
EXCHANGE BANK9 years Service code 21 · EIN 68-0301626 | Bank Trustee | $8,168 |
23 funds of $250K or more; 17 lines in all, holding $38.1M of the plan's $39.4M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $20.5M | 53.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $3.6M | 9.5% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund IndexPossible retail class A | $3.5M | 9.2% |
| Vanguard Small Cap Index Vanguard · Mutual fund IndexPossible retail class A | $1.4M | 3.7% |
| Vanguard Total Bond Market Index Vanguard · Mutual fund IndexPossible retail class A | $1.4M | 3.6% |
| DFA Intl Core Equity 2 Port Mutual Fund Dimensional · Mutual fund Possible retail class A | $1.3M | 3.5% |
| U.S. Sustainability Core 1 Portfolio Shares Dimensional · Mutual fund Possible retail class A | $935K | 2.5% |
| Vanguard Mid Cap Index Vanguard · Mutual fund IndexPossible retail class A | $899K | 2.4% |
| Fed Hermes Cash Obligations Money Market Account Manager not matched · Money market | $889K | 2.3% |
| DFA Emerg Mkts Core Eq 2 Port Mutual Fund Dimensional · Mutual fund Possible retail class A | $731K | 1.9% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeEupac Fund Class A to Eupac Fund Class R-6 | $541K to $698K |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.