Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $40,110 |
8 funds of $250K or more; 23 lines in all, holding $5.1M of the plan's $5.3M. From the 2025 filing. Recordkeeper: Slavic401k.
Target-date series: Vanguard Target Retirement, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $2.6M | 51.3% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $534K | 10.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $477K | 9.4% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $368K | 7.2% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $361K | 7.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $195K | 3.8% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $100K | 2.0% |
| Vanguard Consumer Staples Index Fund Admiral Shares Vanguard · Mutual fund Index | $90K | 1.8% |
| Ogmix - Oppenheimer Gold & Special Minerals I Invesco · Mutual fund | $53K | 1.0% |
| Technology Portfolio Fidelity (FMR) · Mutual fund | $51K | 1.0% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Total Stock Market Index Fund Investor Shares to Vanguard Total Stock Market Index Fund Admiral Shares | $393K to $534K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.