Filings through .
Filed April 14, 2005 (most recent of 2 filings on file)
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $59,156 |
26 funds of $250K or more; 20 lines in all, holding $69.9M of the plan's $71.1M. From the 2024 filing. 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, 10 vintages | $17.2M | 24.5% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $12.8M | 18.3% |
| Galliard Retirement Income Fund Allspring · Collective trust | $6.5M | 9.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $6.3M | 9.0% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $4.1M | 5.8% |
| Schwab International Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $3.8M | 5.5% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $2.8M | 3.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 3.3% |
| New World Fund Inc Manager not matched · Mutual fund | $2.2M | 3.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 2.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.