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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 15 · EIN 47-4474775 | Recordkeeping | $5,709 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $5,244 |
6 funds of $250K or more; 27 lines in all, holding $7.2M of the plan's $7.2M. From the 2024 filing. Recordkeeper: Guideline.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.2M | 44.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 14.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $683K | 9.5% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $502K | 7.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $423K | 5.9% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $365K | 5.1% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $250K | 3.5% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $224K | 3.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $154K | 2.1% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market | $58K | 0.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.