Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,940 |
8 funds of $250K or more; 15 lines in all, holding $25.9M of the plan's $25.8M. From the 2024 filing. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $10.3M | 39.8% |
| Fidelity Fidelity (FMR) · Mutual fund | $6.2M | 24.1% |
| Victory Victory Capital · Mutual fund | $3.8M | 14.9% |
| BlackRock BlackRock · Mutual fund | $2.2M | 8.5% |
| Morley Stable Principal · Other | $1.2M | 4.6% |
| Janus Henderson Janus Henderson · Mutual fund | $906K | 3.5% |
| MFS MFS (Sun Life) · Mutual fund | $291K | 1.1% |
| American Funds Capital Group · Mutual fund | $258K | 1.0% |
| State Street State Street (SSgA) · Mutual fund | $182K | 0.7% |
| GQG Partners GQG Partners · Other | $170K | 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.