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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,015 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $2,815 |
3 funds of $250K or more; 24 lines in all, holding $1.8M of the plan's $1.9M. From the 2025 filing. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard flexPATH Index Moderate 2055 R1 N/R Vanguard · Mutual fund IndexPossible retail class R1Recordkeeper's own fund | $533K | 29.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $381K | 20.9% |
| Vanguard flexPATH Index Moderate 2065 R1 N/R Vanguard · Mutual fund IndexPossible retail class R1Recordkeeper's own fund | $353K | 19.4% |
| Vanguard flexPATH Index Moderate 2045 R1 N/R Vanguard · Mutual fund IndexPossible retail class R1Recordkeeper's own fund | $189K | 10.4% |
| Vanguard Large Cap Growth III I1 N/R Vanguard · Mutual fund Recordkeeper's own fund | $76K | 4.2% |
| Vanguard flexPATH Index Agg 2035 R1 N/R Vanguard · Mutual fund IndexPossible retail class R1Recordkeeper's own fund | $60K | 3.3% |
| Vanguard flexPATH Index Moderate Retire R1 N/R Vanguard · Mutual fund IndexPossible retail class R1Recordkeeper's own fund | $53K | 2.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $31K | 1.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $22K | 1.2% |
| Vanguard flexPATH Index Moderate 2035 R1 N/R Vanguard · Mutual fund IndexPossible retail class R1Recordkeeper's own fund | $22K | 1.2% |
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.