Filings through .
Filed January 6, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $54,001 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,965 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
21 funds of $250K or more; 19 lines in all, holding $154M of the plan's $158M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $31.4M | 20.5% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 5 vintagesRecordkeeper's own fund | $18.8M | 12.2% |
| Vanguard Primecap Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $15.1M | 9.8% |
| Fund Vanguard Retirement Saving Vanguard · Collective trust Recordkeeper's own fund | $12.6M | 8.2% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $11.8M | 7.7% |
| Admiral Shares Vanguard Target Retirement Mutual Fund Vanguard · Mutual fund Recordkeeper's own fund | $11.0M | 7.2% |
| Index Fund Investor Shares Vanguard Target Retirement Vanguard · Mutual fund IndexRecordkeeper's own fund | $9.9M | 6.5% |
| Vanguard Windsor II Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $9.2M | 6.0% |
| 2035 Fund Vanguard Total Bond Market Vanguard · Mutual fund IndexRecordkeeper's own fund | $8.5M | 5.5% |
| Vanguard Target Retirement Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $6.5M | 4.3% |
Dropped 1 fund. Changed share class on 3 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard 500 Index Fund Admiral Shares to Vanguard 500 Index Fund Investor Shares | $29.9M to $31.4M |
| Share class changeVanguard Primecap Fund Investor Shares to Vanguard Primecap Fund Admiral Shares | $14.4M to $15.1M |
| Share class changeVanguard Windsor II Fund Admiral Shares to Vanguard Windsor II Fund Investor Shares | $9.3M to $9.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.