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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $41,764 |
MULTNOMAH GROUP1+ years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $18,760 |
SIKICH LLP1+ years Filed as: SIKICH CPA, LLC Service code 10 · EIN 54-1172176 | Accounting | $15,496 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $210 |
22 funds of $250K or more; 14 lines in all, holding $56.0M of the plan's $58.4M. From the 2025 filing. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $17.9M | 31.9% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $10.8M | 19.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $5.7M | 10.2% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $4.7M | 8.5% |
| Mutual Funds and Money Market Mutual Fund Baron Capital Group Capital Group · Money market | $3.6M | 6.4% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $3.1M | 5.6% |
| Schwab Government Money Fund Charles Schwab · Mutual fund Recordkeeper's own fund | $2.4M | 4.3% |
| Harding Loevner International Equity Portfolio Affiliated Managers Group · Mutual fund | $1.5M | 2.6% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.5M | 2.6% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.4M | 2.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.