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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL Service code 28 · EIN 43-1451524 | Investment Management | $36,112 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $30,253 |
18 funds of $250K or more; 20 lines in all, holding $17.3M of the plan's $18.3M. From the 2025 filing. Recordkeeper: Charles Schwab.
Target-date series: Principal LifeTime, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 12 vintages | $11.1M | 64.3% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $1.6M | 9.4% |
| Money Market Fund Vanguard Vanguard · Money market | $1.3M | 7.5% |
| Mutual Fund Accounts Lord Abbett Lord Abbett · Mutual fund | $619K | 3.6% |
| Alliance Bernstein Large Cap Growth Z AllianceBernstein · Other | $465K | 2.7% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $343K | 2.0% |
| Neuberger Berman Strategic R6 Neuberger Berman · Mutual fund | $322K | 1.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $308K | 1.8% |
| Victory Syc Est Value R6 Victory Capital · Mutual fund | $295K | 1.7% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $243K | 1.4% |
Added 1 fund, dropped 1 fund. Moved 1 fund from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| Collective trust to mutual fundPrincipal LifeTime (CIT) to Principal LifeTime 2030 Fund | $8.6M to $11.1M |
| AddedMutual Fund Accounts Lord Abbett | $619K |
| DroppedLord Abbett Total Return Fund Class R6 | $410K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.