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| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC2 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $17,933 |
3 funds of $250K or more; 25 lines in all, holding $3.3M of the plan's $3.4M. From the 2025 filing. Recordkeeper: Human Interest Advisor.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 41.0% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $904K | 27.0% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $437K | 13.1% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $216K | 6.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $190K | 5.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $50K | 1.5% |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares Vanguard · Mutual fund Index | $48K | 1.4% |
| Banc Master Deposit Acct Money Market Manager not matched · Money market | $47K | 1.4% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $32K | 1.0% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $14K | 0.4% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
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.