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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,719 |
ACTION POINT RETIREMENT4+ years Service code 27 · EIN 47-5431518 | Advisory (Plan) | $19,184 |
10 funds of $250K or more; 32 lines in all, holding $11.3M of the plan's $11.5M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| 2020 Fund Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $2.9M | 25.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 11.1% |
| 2030 Fund Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $1.2M | 10.2% |
| 2050 Fund Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $771K | 6.8% |
| 2045 Fund Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $747K | 6.6% |
| 2055 Fund Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $644K | 5.7% |
| PIMCO Income Institutional Bond Fund PIMCO (Allianz) · Mutual fund | $546K | 4.8% |
| 2035 Fund Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $431K | 3.8% |
| Ultra Fund American Century · Mutual fund | $356K | 3.2% |
| 2040 Fund Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $286K | 2.5% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
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.