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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $107,519 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $57,822 |
SMITH THORNTON ADVISORS LLC1+ years Filed as: SMITH THORNTON ADVISORS, LLC Service code 27 · EIN 45-3064370 | Advisory (Plan) | $53,668 |
MCCONNELL & JONES LLP1+ years Service code 99 · EIN 76-0488832 | Other Fees | $31,229 |
SMITH, GAMBRELL & RUSSELL, LLP1+ years Filed as: SMITH GAMBRELL RUSSELL Service code 29 · EIN 58-0967450 | Legal | $16,556 |
30 funds of $250K or more; 21 lines in all, holding $335M of the plan's $336M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $66.2M | 19.7% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $64.3M | 19.2% |
| Vanguard Primecap Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $46.1M | 13.7% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $23.6M | 7.0% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $19.3M | 5.8% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $18.3M | 5.5% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $13.2M | 3.9% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $12.2M | 3.6% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market Recordkeeper's own fund | $11.3M | 3.4% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $10.6M | 3.2% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.