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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISORS, INC Service code 16 · EIN 23-2811930 | Consulting | $77,843 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS LLC Service code 16 · EIN 34-1542819 | Consulting | $51,995 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Filed as: PGIM INVESTMENTS LLC Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
31 funds of $250K or more; 22 lines in all, holding $117M of the plan's $118M. From the 2024 filing. Recordkeeper: The Angell Pension Group.
Target-date series: Vanguard Target Retirement, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $30.2M | 25.8% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexPossible retail class A | $19.6M | 16.7% |
| JPMorgan Large Cap Growth Fund Class R5 JPMorgan · Mutual fund Possible retail class A | $10.8M | 9.2% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund IndexPossible retail class A | $9.7M | 8.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $6.2M | 5.3% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market | $5.0M | 4.3% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $4.8M | 4.1% |
| Pgim Jennison MID-CAP Growth Fund Class Z Prudential (PGIM) · Mutual fund Possible retail class A | $4.6M | 4.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $4.4M | 3.8% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund Possible retail class A | $3.7M | 3.1% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.