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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $775 |
15 funds hold $191K of the plan's $191K. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $161K | 84.5% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $5K | 2.4% |
| Vanguard S&P 500 ETF Vanguard · ETF IndexRecordkeeper's own fund | $4K | 2.2% |
| Vanguard Large-Cap Index Fund Investor Shares Vanguard · ETF IndexRecordkeeper's own fund | $4K | 2.2% |
| Vanguard Mega Cap Value Index Fund Vanguard · ETF IndexRecordkeeper's own fund | $3K | 1.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $3K | 1.6% |
| Vanguard Russell 1000 Growth ETF Vanguard · ETF IndexRecordkeeper's own fund | $3K | 1.6% |
| Vanguard Mega Cap Index Fund Vanguard · ETF IndexRecordkeeper's own fund | $3K | 1.6% |
| Vanguard Ftse Pacific ETF Vanguard · ETF IndexRecordkeeper's own fund | $1K | 0.6% |
| Vanguard Health Care Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $583 | 0.3% |
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.
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.