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| Provider | Service type | Compensation |
|---|---|---|
GAMBIT CAPITAL MANAGEMENT LLC1+ years Service code 27 · EIN 87-3837343 | Advisory (Plan) | $17,718 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,648 |
5 funds of $250K or more; 10 lines in all, holding $2.9M of the plan's $2.9M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $2.3M | 78.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $275K | 9.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $94K | 3.2% |
| Vanguard MStar Mid-Cap Index Fund Adm Vanguard · Mutual fund IndexRecordkeeper's own fund | $57K | 1.9% |
| Vanguard MStar Small-Cap Index Fund Adm Vanguard · Mutual fund IndexRecordkeeper's own fund | $56K | 1.9% |
| Vanguard MStar Growth Index Fund Adm Vanguard · Mutual fund IndexRecordkeeper's own fund | $47K | 1.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $41K | 1.4% |
| Vanguard MStar Value Index Fund Adm Vanguard · Mutual fund IndexRecordkeeper's own fund | $31K | 1.0% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $22K | 0.7% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $4K | 0.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.