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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,603 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $28,206 |
10 funds of $250K or more; 18 lines in all, holding $7.3M of the plan's $7.3M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $4.7M | 64.5% |
| Vanguard MStar Total Stock Mkt Index Adm 0 Vanguard · Mutual fund IndexRecordkeeper's own fund | $720K | 9.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $537K | 7.4% |
| Vanguard MStar Growth Index Fund Adm 0 Vanguard · Mutual fund IndexRecordkeeper's own fund | $345K | 4.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $197K | 2.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $182K | 2.5% |
| Participant's Loan Account Various Rates and Maturities Manager not matched · Other | $120K | 1.6% |
| Vanguard MStar Small-Cap Index Fund Adm 0 Vanguard · Mutual fund IndexRecordkeeper's own fund | $76K | 1.0% |
| Vanguard MStar Value Index Fund Adm 0 Vanguard · Mutual fund IndexRecordkeeper's own fund | $67K | 0.9% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $62K | 0.9% |
Added 3 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard MStar Total Stock Mkt Index Adm 0 | $720K |
| AddedVanguard 500 Index Fund Admiral Shares | $537K |
| AddedVanguard MStar Growth Index Fund Adm 0 | $345K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.