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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $12,460 |
6 funds of $250K or more; 33 lines in all, holding $6.6M of the plan's $6.6M. From the 2024 filing. Recordkeeper: Guideline.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 44.1% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 16.5% |
| Vanguard Bond Index Fund - Admiral Class Vanguard · Mutual fund Index | $915K | 13.8% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund | $582K | 8.8% |
| Vanguard Specialized Dividend REIT Index Fund Admiral Shares Vanguard · Mutual fund Index | $313K | 4.7% |
| Vanguard Total International Bond Index Fund Vanguard · Mutual fund Index | $307K | 4.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $123K | 1.9% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $49K | 0.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $47K | 0.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $40K | 0.6% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.