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| Provider | Service type | Compensation |
|---|---|---|
SCHNEIDER DOWNS & CO., INC.2 years Filed as: SCHNEIDER DOWNS WEALTH MANAGEMENT A Service code 27 · EIN 25-1857157 | Advisory (Plan) | $52,380 |
AMERICAN TRUST COMPANY1 year Service code 13 · EIN 62-0951563 | Contract Administrator | $28,691 |
SCHNEIDER DOWNS & CO., INC.2 years Filed as: SCHENIDER DOWNS RETIREMENT SOLUTION Service code 13 · EIN 47-3764076 | Contract Administrator | $23,604 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $7,866 |
19 funds of $250K or more; 25 lines in all, holding $31.9M of the plan's $31.9M. From the 2024 filing. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $16.5M | 51.8% |
| BlackRock Equity Index Fund BlackRock · Mutual fund Index | $3.1M | 9.6% |
| Metlife GAC Series 25053 MetLife · Other | $1.9M | 6.0% |
| Blackrock MSCI ACWI EX US Index Fund BlackRock · Mutual fund Index | $1.8M | 5.5% |
| Pgim Total Return Bond CIT Class R2 Prudential (PGIM) · Collective trust | $1.6M | 5.0% |
| Blackrock Mid Cap Eq Index Fd BlackRock · Mutual fund Index | $1.2M | 3.7% |
| Baird Aggregate Bond Fund Baird · Mutual fund | $1.1M | 3.4% |
| Blackrock Russell 2000 Index Fund BlackRock · Mutual fund Index | $961K | 3.0% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $937K | 2.9% |
| AQR Large Cap Defensive Style Fund Class R6 AQR Capital Management · Mutual fund | $582K | 1.8% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.