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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 |
2 funds of $250K or more; 24 lines in all, holding $3.0M of the plan's $3.4M. From the 2024 filing. Recordkeeper: Slavic401k.
Target-date series: Vanguard Target Retirement, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $1.2M | 39.4% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 5 vintages | $486K | 16.2% |
| Vanguard Intermediate-Term Bond Index Fund Investor Shares Vanguard · Mutual fund Index | $384K | 12.8% |
| Vanguard Consumer Staples Index Fund Vanguard · Mutual fund Index | $237K | 7.9% |
| DFA Inflation-Protected Securities Portfolio - Institutional Class Dimensional · Mutual fund | $136K | 4.5% |
| Vanguard Federal Reserve Money Market Investor CL Vanguard · Money market | $78K | 2.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $63K | 2.1% |
| Pgim High Yield Fund Prudential (PGIM) · Mutual fund | $62K | 2.1% |
| Bond Fund OF America Capital Group · Mutual fund | $61K | 2.0% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $61K | 2.0% |
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.
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.