Filings through .
Filed January 18, 2005
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $48,031 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $73 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
25 funds of $250K or more; 18 lines in all, holding $56.1M of the plan's $57.3M. From the 2024 filing. Recordkeeper: Charles Schwab.
Target-date series: T. Rowe Price Retirement, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $15.9M | 28.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.5M | 15.2% |
| MFS Investment Mgt. Growth Fund R6 MFS (Sun Life) · Mutual fund | $6.6M | 11.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.1M | 9.2% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $4.3M | 7.7% |
| Federated Federated Hermes · Stable value Stable value | $3.2M | 5.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.1M | 5.5% |
| MFS Investment Mgt. International Diversification C1 R6 MFS (Sun Life) · Mutual fund | $2.7M | 4.8% |
| Charles Schwab Pioneer Bond Fund C1 K Charles Schwab · Mutual fund Recordkeeper's own fund | $1.2M | 2.1% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $1.2M | 2.1% |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.