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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $79,181 |
MERCER1+ years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $20,388 |
21 funds of $250K or more; 13 lines in all, holding $51.7M of the plan's $53.3M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $24.7M | 47.8% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price · Mutual fund | $6.3M | 12.2% |
| Putnam Stable Value Fund; Class 1 Franklin Templeton · Stable value Stable value | $5.2M | 10.0% |
| Columbia Small Cap Growth Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $3.9M | 7.5% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $3.2M | 6.2% |
| NT S&P 500 Index Fund Northern Trust · Collective trust Index | $2.5M | 4.8% |
| Income Fund OF America Class R-6 Capital Group · Mutual fund | $1.8M | 3.4% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.7M | 3.3% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $1.2M | 2.3% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $730K | 1.4% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.