Filings through .
Filed December 24, 2004
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 |
|---|---|---|
Service code 12 · EIN 47-0098400 | Participant loan processing; Account ... | $173,451 |
LPL FINANCIAL1 year Service code 26 · EIN 04-3046611 | Advisory (Participants) | $30,016 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,809 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 | Securities Custodian | $0 |
20 funds of $250K or more; 17 lines in all, holding $44.8M of the plan's $48.4M. From the 2024 filing. Recordkeeper: Charles Schwab.
Target-date series: American Funds Target Date, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual Funds American Funds Growth Fund R6 Capital Group · Mutual fund | $7.2M | 16.1% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $5.3M | 11.9% |
| Reliance Trust Company Stable Value Fund Reliance Trust · Stable value Stable value | $5.3M | 11.8% |
| Vanguard Hi Div Yld Indx Admir Vanguard · Mutual fund Index | $5.1M | 11.4% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $4.6M | 10.3% |
| BNY Mellon Smallcap Stock Index Fund BNY · Mutual fund Index | $3.8M | 8.4% |
| Federated Hermes Mid-Cap Index Fund Federated Hermes · Mutual fund Index | $3.3M | 7.4% |
| Invesco Core Bond Fund Class R6 Invesco · Mutual fund | $2.6M | 5.7% |
| American Funds Am Balanced Capital Group · Mutual fund | $2.0M | 4.5% |
| Eupac Fund Capital Group · Mutual fund | $1.9M | 4.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.