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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $85,266 |
Service code 27 35 E WACKER DR · CHICAGO, IL 606012310 | Advisory (Plan) | $10,086 |
16 funds of $250K or more; 14 lines in all, holding $27.0M of the plan's $27.1M. From the 2024 filing. Recordkeeper: CPI Qualified Plan Consultants.
Target-date series: Vanguard Target Retirement, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $11.7M | 43.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $6.8M | 25.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $1.5M | 5.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $1.5M | 5.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $1.4M | 5.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $1.3M | 4.7% |
| Cmfg Life Stable Value Manager not matched · Insurance contract | $1.1M | 4.1% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $579K | 2.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $442K | 1.6% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $184K | 0.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.