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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8 years Service code 15 · EIN 91-0675641 | Recordkeeping | $23,161 |
5 funds of $250K or more; 14 lines in all, holding $4.0M of the plan's $4.2M. From the 2025 filing. Recordkeeper: Milliman.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $1.1M | 27.7% |
| Galliard Co-op 401(k) Stable Asset Fund Allspring · Stable value Stable value | $985K | 24.7% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $501K | 12.6% |
| Vanguard Small-Cap Index Fund Institutional Plus Shares Vanguard · Mutual fund | $413K | 10.4% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $264K | 6.6% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $243K | 6.1% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $137K | 3.4% |
| Nyli Winslow Large Cap Growth Fund Class R6 New York Life · Mutual fund | $102K | 2.6% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $93K | 2.3% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $89K | 2.2% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.