Filings through .
2 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$34K in admin expenses, $50 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more, counting each target-date vintage; shown as 10 lines, holding $199M of the plan's $242M. Recordkeeper: Charles Schwab.
Target-date series: Schwab Indexed Retirement, collective trust, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $95.4M | 47.9% |
| Schwab Indexed Retirement Charles Schwab · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $50.5M | 25.4% |
| Schwab Small-Cap Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $21.0M | 10.6% |
| Schwab Prime Advantage Money Fund Charles Schwab · Mutual fund Recordkeeper's own fund | $9.5M | 4.8% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $6.3M | 3.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $4.2M | 2.1% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund | $4.2M | 2.1% |
| Eaton Vance Income Fund of Boston Class R6 Morgan Stanley · Mutual fund | $3.5M | 1.7% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.3M | 1.7% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $1.3M | 0.7% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedSchwab Prime Advantage Money Fund | $9.5M |
| DroppedSchwab Value Advan Money Ultra | $7.9M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
CHARLES SCHWAB & CO., INC.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 Recordkeeping | $34,233 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 Securities brokerage; Shareholder ser... | $891 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025