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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC2 years Filed as: OCTOBER THREE CONSULTING GROUP LLC Service code 28 · EIN 27-1175487 | Investment Management | $101,183 |
BDO USA, LLP4 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $99,700 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $66,939 |
FIDUCIENT ADVISORS LLC2 years Service code 28 · EIN 36-4001764 | Investment Management | $27,038 |
COOLEY LLP1 year Service code 29 · EIN 94-1140085 | Legal | $26,526 |
6 funds hold $10.6M of the plan's $14.0M. From the 2024 filing. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| Baird Aggregate Bond Fund Institutional Baird · Mutual fund | $3.4M | 31.5% |
| Vanguard Long-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $3.3M | 31.0% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $1.4M | 12.8% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $1.1M | 10.6% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $979K | 9.2% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $516K | 4.8% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Christopher J. Roman, Ea, Maaa Schwab Retirement Plan Services Inc Schedule SB | Schedule SB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.