Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,990 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $7,510 |
17 funds hold $33.8M of the plan's $37.1M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $8.1M | 23.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $4.3M | 12.8% |
| Vanguard Mid-Cap Growth Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $2.6M | 7.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.3M | 6.8% |
| Nyli Income Builder Fund Class R6 New York Life · Mutual fund | $2.3M | 6.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $2.0M | 5.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.9M | 5.7% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $1.9M | 5.6% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $1.7M | 5.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.6M | 4.9% |
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Core Bond Fund Admiral Shares | $1.7M |
| DroppedVanguard Intermediate-Term Treasury Fund Admiral Shares | $1.0M |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.