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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 61-6209147 | Recordkeeping | $3,744 |
11 funds hold $985K of the plan's $1.0M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 97% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $953K | 96.7% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $11K | 1.1% |
| Vanguard Mid-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $5K | 0.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5K | 0.5% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $3K | 0.3% |
| Vanguard Small-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $3K | 0.3% |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes · Mutual fund | $1K | 0.1% |
| American Balanced Fund Capital Group · Mutual fund | $1K | 0.1% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $1K | 0.1% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $1K | 0.1% |
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.