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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,058 |
HUNNEX AND SHOEMAKER, INC.2 years Filed as: HUNNEX & SHOEMAKER Service code 15 · EIN 91-1072394 | Recordkeeping | $2,950 |
8 funds of $250K or more; 33 lines in all, holding $7.7M of the plan's $8.0M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: American Funds Target Date, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $5.7M | 74.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $799K | 10.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $421K | 5.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $180K | 2.3% |
| Nuveen Lifestyle Aggressive Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $68K | 0.9% |
| U.S. Large Company Portfolio (Instl) Dimensional · Mutual fund | $63K | 0.8% |
| Nuveen Lifestyle Conservative Fund Class R6 TIAA (Nuveen) · Mutual fund | $57K | 0.7% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $44K | 0.6% |
| Janus Henderson Global Life Sciences Fund Class N Janus Henderson · Mutual fund | $42K | 0.5% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $36K | 0.5% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.