Filings through .
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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 | $49,330 |
CREATIVE PLANNING LLC3+ years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $37,914 |
25 funds of $250K or more; 21 lines in all, holding $33.9M of the plan's $34.7M. From the 2025 filing. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $24.4M | 71.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 6.6% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $1.1M | 3.1% |
| Blackrock Equity Dividend Fund Institutional BlackRock · Mutual fund | $869K | 2.6% |
| American Funds EuroPacific Growth Fund Class 6-6 Capital Group · Mutual fund | $593K | 1.7% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $490K | 1.4% |
| Vanguard International Growth Fund Admiral Shared Vanguard · Mutual fund | $438K | 1.3% |
| PIMCO Real Return Fund I- Institutional Class PIMCO (Allianz) · Mutual fund | $427K | 1.3% |
| T. Rowe Price Mid-Cap Equity Growth T. Rowe Price · Mutual fund | $407K | 1.2% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price · Mutual fund | $391K | 1.2% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.