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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,869 |
8 funds of $250K or more; 15 lines in all, holding $6.5M of the plan's $6.7M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $4.5M | 68.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $880K | 13.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $262K | 4.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $223K | 3.4% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $215K | 3.3% |
| ClearBridge International Growth Fund Class IS Franklin Templeton · Mutual fund | $176K | 2.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $67K | 1.0% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $46K | 0.7% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $40K | 0.6% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $40K | 0.6% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.