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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.1 year Service code 13 · EIN 95-2887986 | Contract Administrator | $36,970 |
Service code 28 · EIN 94-1737782 | Investment Management | $0 |
7 funds of $250K or more; 20 lines in all, holding $5.0M of the plan's $5.2M. From the 2025 filing. Recordkeeper: Tri-ad Actuaries.
Target-date series: Vanguard Target Retirement, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Intermediate-Term Bond Index Fund Vanguard · Mutual fund Index | $844K | 17.0% |
| Money Market Deposit Account Charles Schwab Trust Bank Charles Schwab · Money market | $624K | 12.6% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $576K | 11.6% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $507K | 10.2% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $493K | 9.9% |
| Vanguard International Growth Fund Vanguard · Mutual fund | $448K | 9.0% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $277K | 5.6% |
| DFA Inflation-Protected Securities Portfolio - Institutional Class Dimensional · Mutual fund | $148K | 3.0% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $144K | 2.9% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 5 vintages | $132K | 2.7% |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.