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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,810 |
12 funds of $250K or more; 17 lines in all, holding $11.3M of the plan's $11.3M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $6.2M | 54.7% |
| Ascensus Trust Company: Vanguard 500 Index Fund Vanguard · Collective trust IndexRecordkeeper's own fund | $2.0M | 17.5% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.4M | 12.3% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $328K | 2.9% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $293K | 2.6% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $288K | 2.5% |
| Vanguard Balanced Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $169K | 1.5% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $131K | 1.2% |
| Vanguard Extended Market Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $111K | 1.0% |
| Vanguard Small-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $110K | 1.0% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.