Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3 years Service code 12 · EIN 47-0098400 | Direct payment from the plan; Partici... | $28,997 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,672 |
CHARLES SCHWAB & CO., INC.3 years Service code 19 | Securities Custodian | $0 |
8 funds of $250K or more; 31 lines in all, holding $7.6M of the plan's $7.9M. From the 2025 filing. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $5.9M | 78.1% |
| Charles Schwab Trust Bank Charles Schwab · Collective trust Recordkeeper's own fund | $349K | 4.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $154K | 2.0% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $148K | 2.0% |
| Fidelity Government Income Fund Fidelity (FMR) · Mutual fund | $141K | 1.9% |
| Neuberger Small Cap Growth Fund Class R6 Neuberger Berman · Mutual fund | $128K | 1.7% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $103K | 1.4% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $88K | 1.2% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $64K | 0.8% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $64K | 0.8% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.