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| Provider | Service type | Compensation |
|---|---|---|
GERBER LLC6 years Filed as: GERBER KAWASAKI, INC. Service code 15 · EIN 27-2274173 | Recordkeeping | $50,960 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,004 |
14 funds of $250K or more; 18 lines in all, holding $25.4M of the plan's $25.6M. From the 2024 filing. Recordkeeper: Gerber.
Target-date series: Vanguard Target Retirement, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $13.6M | 53.5% |
| Vanguard Target Retirement Vanguard · Other Target-date, 2 vintages | $3.8M | 15.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 10.1% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 5.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $953K | 3.8% |
| Vanguard Info Tech Index Admiral Vanguard · Mutual fund Index | $612K | 2.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $432K | 1.7% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $415K | 1.6% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $342K | 1.3% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $241K | 0.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.