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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $115,282 |
16 funds of $250K or more; 7 lines in all, holding $36.1M of the plan's $36.9M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $30.4M | 84.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $3.3M | 9.1% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $874K | 2.4% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $789K | 2.2% |
| Vanguard Ftse All-World ex-US Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $435K | 1.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $280K | 0.8% |
| Contribution Account Manager not matched · Other | $120 | <0.1% |
Added 5 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard 500 Index Fund Admiral Shares | $3.3M |
| AddedVanguard Federal Money Market Fund Investor Shares | $874K |
| AddedVanguard Extended Market Index Fund Admiral Shares | $789K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.