Filings through .
Filed July 28, 2010
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD SUITE 104 · CHANTILLY, VA 20151 | Advisory (Participants) | $37,370 |
WELLINGTON MANAGEMENT2 years Filed as: WELLINGTON RETIREMENT SOLUTIONS INC Service code 15 · EIN 47-2725143 | Recordkeeping | $2,125 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $210 |
8 funds of $250K or more; 20 lines in all, holding $7.2M of the plan's $7.3M. From the 2024 filing. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| Charles Schwab Scwab Total Stock Market Index Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $1.7M | 23.5% |
| Charles Schwab Scwab S&P 500 Index Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $1.5M | 20.3% |
| Charles Schwab Scwab U.S. Aggregate Bond Index Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $976K | 13.5% |
| Charles Schwab Scwab Fundamental Emerging Markets Equity Charles Schwab · Mutual fund Recordkeeper's own fund | $592K | 8.2% |
| Charles Schwab Scwab International Index Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $550K | 7.6% |
| Charles Schwab Scwab Short-Term Bond Index Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $509K | 7.1% |
| Charles Schwab Scwab Small Cap Index Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $467K | 6.5% |
| Cohen & Steers Realty Shares Cohen & Steers · Mutual fund | $412K | 5.7% |
| Money Market Funds Charles Schwab Charles Schwab · Money market Recordkeeper's own fund | $219K | 3.0% |
| Charles Schwab Scwab Value Advantage Money Fund Charles Schwab · Mutual fund Recordkeeper's own fund | $173K | 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.
The auditor signed off without reservation. This is the cleanest opinion.