Filings through .
Filed February 22, 2006
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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $63,786 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $24,613 |
23 funds of $250K or more; 14 lines in all, holding $209M of the plan's $211M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $65.2M | 31.2% |
| Vanguard Primecap Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $32.9M | 15.8% |
| maturity date, rate of interest, Current Mutual funds Manager not matched · Mutual fund | $32.5M | 15.6% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $17.7M | 8.5% |
| Vanguard Retirement Savings Trust III Vanguard · Stable value Stable valueRecordkeeper's own fund | $14.2M | 6.8% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $13.7M | 6.6% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $12.6M | 6.0% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $7.1M | 3.4% |
| Vanguard Long-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $4.1M | 2.0% |
| Hartford Schroders US Small Cap Opportunities Fund Hartford Funds · Mutual fund | $4.0M | 1.9% |
Dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Total Bond Market Index Fund Investor Shares to Vanguard Total Bond Market Index Fund Institutional Shares | $6.5M to $7.1M |
| DroppedVanguard Institutional Retirement Income Fund | $4.8M |
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.
The auditor signed off without reservation. This is the cleanest opinion.