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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $9,562 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,465 |
5 funds of $250K or more; 35 lines in all, holding $9.9M of the plan's $16.8M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Stock Market In Vanguard · Mutual fund Index | $3.9M | 39.8% |
| Vanguard Total International S Vanguard · Mutual fund | $2.4M | 24.2% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $1.5M | 14.8% |
| Vanguard Real Estate Index Fun Vanguard · Mutual fund Index | $681K | 6.9% |
| Vanguard Total International B Vanguard · Mutual fund | $643K | 6.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $172K | 1.7% |
| Vanguard 500 Index Fund Admira Vanguard · Mutual fund Index | $172K | 1.7% |
| Vanguard Short-Term Inflation Prot Sec IDX ADM Fund Vanguard · Mutual fund Index | $97K | 1.0% |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Vanguard · Mutual fund | $97K | 1.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $77K | 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.
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).
The auditor signed off without reservation. This is the cleanest opinion.