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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,137 |
Service code 27 8605 SANTA MONICA BLVD · LOS ANGELES, CA 90069 | Advisory (Plan) | $3,652 |
4 funds of $250K or more; 12 lines in all, holding $2.4M of the plan's $2.4M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: SSgA Target Retirement, collective trust, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 8 vintages | $1.6M | 66.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $411K | 16.9% |
| Putnam Stable Value Fund: 25bps Franklin Templeton · Insurance contract | $309K | 12.7% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $30K | 1.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $26K | 1.1% |
| DFA Investment Grade Portfolio Institutional Class Shares Dimensional · Mutual fund | $13K | 0.5% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $8K | 0.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $7K | 0.3% |
| Fidelity Small Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $6K | 0.2% |
| State Street Target Retirement Fund VI State Street (SSgA) · Collective trust | $5K | 0.2% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.