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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTEGRITY FINANCIAL CORPORATION Service code 26 · EIN 90-0946875 2620 BELLEVUE WAY NE · BELLEVUE, WA 98004 | Advisory (Participants) | $32,252 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,911 |
5 funds of $250K or more; 57 lines in all, holding $7.7M of the plan's $7.8M. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: Vanguard Target Retirement, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Balanced Index Fund Vanguard · Mutual fund Index | $3.2M | 41.5% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $627K | 8.2% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market | $315K | 4.1% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $290K | 3.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $281K | 3.7% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 7 vintages | $218K | 2.8% |
| Vanguard Global Equity Fund Investor Shares Vanguard · Mutual fund | $203K | 2.6% |
| Global Gold Fund American Century · Mutual fund | $185K | 2.4% |
| Vanguard Real Estate Index Fund Vanguard · Mutual fund Index | $164K | 2.1% |
| Current Investments Vanguard Federal Money Market Fund Vanguard · Money market | $156K | 2.0% |
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.
The auditor signed off without reservation. This is the cleanest opinion.