Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-1655305 1776 PLEASANT PLAIN RD · FAIRFEILD, IN 53556 | Advisory (Plan) | $42,791 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $3,840 |
12 funds of $250K or more; 29 lines in all, holding $18.1M of the plan's $18.2M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $13.8M | 76.5% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.5M | 8.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $955K | 5.3% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $474K | 2.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $261K | 1.4% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund | $152K | 0.8% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $110K | 0.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $74K | 0.4% |
| AB Small Cap Growth Portfolio Z Fund AllianceBernstein · Mutual fund | $70K | 0.4% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $68K | 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.