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| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER ASSOCIATES, LP6 years Filed as: BRIDGEWATER ADVISORY GROUP Service code 27 · EIN 83-0769376 986 W. ALLUVIAL, SUITE 101 · FRESNO, CA 93711 | Advisory (Plan) | $24,850 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $12,794 |
HICKS PENSION SERVICES5 years Service code 10 · EIN 94-2158860 3459 W. SHAW AVENUE · FRESNO, CA 93711 | Accounting | $2,875 |
9 funds of $250K or more; 16 lines in all, holding $7.0M of the plan's $7.1M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: American Funds Target Date, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $4.5M | 65.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $645K | 9.3% |
| Vanguard Federal Money Market Registered Investment Company Vanguard · Money market Recordkeeper's own fund | $468K | 6.7% |
| Company Vanguard Mid-Cap Index Fund Admiral Shares Registered Investment Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $320K | 4.6% |
| Vanguard Total Intl Stock Inde Registered Investment Company Vanguard · Mutual fund Possible retail class ARecordkeeper's own fund | $300K | 4.3% |
| Registered Investment Company American Funds New Perspective Capital Group · Mutual fund Possible retail class A | $230K | 3.3% |
| Vanguard Equity-Income Adm Registered Investment Company Vanguard · Mutual fund Possible retail class ARecordkeeper's own fund | $145K | 2.1% |
| Vanguard Total Stock Market In Registered Investment Company Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $125K | 1.8% |
| Vanguard Small-Cap Growth Inde Registered Investment Company Vanguard · Mutual fund Possible retail class ARecordkeeper's own fund | $89K | 1.3% |
| Registered American New World Fund Capital Group · Mutual fund Possible retail class A | $40K | 0.6% |
No lineup changes between the 2024 and 2025 filings.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.