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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,071 |
19 funds of $250K or more; 23 lines in all, holding $22.4M of the plan's $22.4M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 19% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $5.7M | 25.4% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $4.2M | 18.8% |
| Vanguard U.S. Growth Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $2.8M | 12.7% |
| Vanguard Mid-Cap Growth Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.5M | 6.7% |
| Vanguard Windsor II Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.3M | 5.7% |
| Vanguard Retirement Savings Trust Vanguard · Stable value Stable valueRecordkeeper's own fund | $1.1M | 4.8% |
| Vanguard International Growth Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $676K | 3.0% |
| Vanguard Strategic Equity Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $615K | 2.7% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $581K | 2.6% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $580K | 2.6% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.