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| Provider | Service type | Compensation |
|---|---|---|
HUMAN INVESTING1+ years Service code 27 · EIN 74-3130983 | Advisory (Plan) | $81,475 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,512 |
25 funds of $250K or more; 23 lines in all, holding $39.3M of the plan's $41.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $21.5M | 54.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.0M | 12.7% |
| Vanguard Target Retirement N/R Vanguard · Mutual fund | $1.6M | 4.0% |
| Income Fund Fidelity International Index Fund Registered Investment Company Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 3.9% |
| American Funds Growth Fund Registered Investment Company Capital Group · Mutual fund | $1.5M | 3.9% |
| Fund Vanguard Short-Term Bond Index Registered Investment Company Vanguard · Mutual fund Index | $1.2M | 3.1% |
| Fund Admiral Shares Vanguard Federal Money Market Registered Investment Company Vanguard · Money market | $989K | 2.5% |
| Fund Vanguard Mid-Cap Growth Index Registered Investment Company Vanguard · Mutual fund Index | $919K | 2.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $784K | 2.0% |
| Admiral Shares Vanguard Intermediate-Term Bond Registered Investment Company Vanguard · Mutual fund | $647K | 1.6% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.