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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,280 |
4 funds of $250K or more; 12 lines in all, holding $21.2M of the plan's $21.2M. From the 2024 filing. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Capital Group · Mutual fund | $12.5M | 59.1% |
| Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $7.4M | 35.1% |
| JP Morgan JPMorgan · Other | $402K | 1.9% |
| Parnassus Affiliated Managers Group · Other | $327K | 1.5% |
| DFA Dimensional · Mutual fund | $209K | 1.0% |
| Goldman Sachs Goldman Sachs · Mutual fund | $125K | 0.6% |
| Calvert Morgan Stanley · Mutual fund | $73K | 0.3% |
| Attachment to 2024 Form Manager not matched · Other | $28K | 0.1% |
| Pgim Prudential (PGIM) · Other | $22K | 0.1% |
| Participant's Loan Account Manager not matched · Other | $15K | <0.1% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.