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| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC2 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $20,487 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,430 |
8 funds of $250K or more; 15 lines in all, holding $5.7M of the plan's $5.7M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $5.0M | 88.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $275K | 4.9% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $125K | 2.2% |
| Calvert US Large-Cap Core Responsible Index Fund Class R6 Morgan Stanley · Mutual fund | $40K | 0.7% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market Recordkeeper's own fund | $33K | 0.6% |
| Brown Advisory Sustainable Gr Instl Brown Advisory · Other | $31K | 0.5% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $29K | 0.5% |
| Fidelity Advisor Womens Leadership Z Fidelity (FMR) · Mutual fund | $23K | 0.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $16K | 0.3% |
| Parnassus Core Equity Inst Affiliated Managers Group · Other | $16K | 0.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.
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.