Filings through .
Filed April 12, 2021
Total covered: 110 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,412 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $5,156 |
16 funds of $250K or more; 15 lines in all, holding $17.7M of the plan's $17.7M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $10.6M | 59.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 9.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 8.9% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market Recordkeeper's own fund | $1.0M | 5.9% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $892K | 5.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $571K | 3.2% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $405K | 2.3% |
| Putnam Large Cap Value Trust Franklin Templeton · Collective trust | $353K | 2.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $217K | 1.2% |
| Eupac Fund Capital Group · Mutual fund | $139K | 0.8% |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.