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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 15 · EIN 47-4474775 | Recordkeeping | $8,362 |
4 funds of $250K or more; 22 lines in all, holding $3.6M of the plan's $3.6M. From the 2024 filing. Recordkeeper: Guideline.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 55.5% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $519K | 14.3% |
| Vanguard Group Bond Index Admiral Class Vanguard · Mutual fund Index | $447K | 12.3% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund | $263K | 7.3% |
| Vanguard Total International Bond Index Fund Vanguard · Mutual fund Index | $163K | 4.5% |
| Vanguard Specialized Dividend REIT Index Fund Admiral Shares Vanguard · Mutual fund Index | $137K | 3.8% |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares Vanguard · Mutual fund Index | $29K | 0.8% |
| Vanguard Group Reserve Fed MM FD Vanguard · Money market | $10K | 0.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $10K | 0.3% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $10K | 0.3% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.