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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,185 |
3 funds of $250K or more; 15 lines in all, holding $2.2M of the plan's $2.3M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: American Funds Target Date, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $1.5M | 66.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $338K | 15.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $115K | 5.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $74K | 3.4% |
| Large Cap Growth Fund II R1 Manager not matched · Mutual fund Possible retail class R1 | $74K | 3.3% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $30K | 1.4% |
| Large Cap Value Fund R1 Manager not matched · Mutual fund Possible retail class R1 | $23K | 1.0% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $23K | 1.0% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $19K | 0.8% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $16K | 0.7% |
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.