Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION7+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $24,956 |
CETERA FINANCIAL GROUP1 year Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 2301 ROSECRANS AVE. # 5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $10,689 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $6,590 |
5 funds of $250K or more; 28 lines in all, holding $3.9M of the plan's $4.1M. From the 2025 filing. Recordkeeper: Slavic401k.
Target-date series: Vanguard Target Retirement, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $1.1M | 27.9% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 5 vintages | $881K | 22.8% |
| Vanguard Intermediate-Term Bond Index Fund Investor Shares Vanguard · Mutual fund Index | $395K | 10.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $271K | 7.0% |
| Vanguard Consumer Staples Index Fund Vanguard · Mutual fund Index | $166K | 4.3% |
| Maturing through 2040 Secured by participants' vested account balances Manager not matched · Other | $143K | 3.7% |
| DFA Inflation-Protected Securities Portfolio - Institutional Class Dimensional · Mutual fund | $136K | 3.5% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $109K | 2.8% |
| Vanguard Federal Reserve Money Market Investor CL Vanguard · Money market | $107K | 2.8% |
| Pgim High Yield Fund Prudential (PGIM) · Mutual fund | $73K | 1.9% |
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.