Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$53K in admin expenses, $87 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
26 funds of $250K or more, counting each target-date vintage; shown as 22 lines, holding $94.1M of the plan's $94.5M. Recordkeeper: Charles Schwab.
Target-date series: T. Rowe Price Retirement, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 6 vintages | $23.6M | 25.1% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $18.1M | 19.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.7M | 9.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.0M | 6.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $5.6M | 5.9% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $4.8M | 5.1% |
| Par, or Maturity Value Value Money market fund Manager not matched · Money market | $4.1M | 4.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 2.8% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $2.6M | 2.8% |
| Core Bond Fund R6 Manager not matched · Mutual fund | $2.5M | 2.7% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 4 funds, dropped 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeT. Rowe Price Retirement 2050 Fund to T. Rowe Price Retirement 2050 Fund-I Class | $19.7M to $23.6M |
| AddedPar, or Maturity Value Value Money market fund | $4.1M |
| DroppedVanguard Federal Money Market Fund Investor Shares | $2.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
12 more lines and 4 more changes in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 Recordkeeping | $52,663 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025