Filings through .
Filed December 1, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $64,887 |
20 funds of $250K or more; 11 lines in all, holding $125M of the plan's $126M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $43.6M | 35.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $27.8M | 22.3% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $11.4M | 9.1% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $9.9M | 7.9% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $9.2M | 7.4% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $6.1M | 4.9% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $6.0M | 4.8% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $4.6M | 3.7% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $3.2M | 2.6% |
| Vanguard Short-Term Treasury Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $2.7M | 2.2% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard 500 Index Fund A to Vanguard 500 Index Fund Admiral Shares | $25.2M to $27.8M |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.