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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$832 |
16 funds of $250K or more; 15 lines in all, holding $24.4M of the plan's $24.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $15.6M | 63.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.6M | 14.7% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.2M | 4.9% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $1.2M | 4.9% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $786K | 3.2% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $394K | 1.6% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $393K | 1.6% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $370K | 1.5% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $270K | 1.1% |
| Vanguard Star Fund Investor Shares Vanguard · Mutual fund | $244K | 1.0% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.