Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $181,794 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $47,626 |
22 funds of $250K or more; 18 lines in all, holding $65.7M of the plan's $68.1M. From the 2025 filing. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $47.1M | 71.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.7M | 5.7% |
| AB Large Cap Growth, CIT W Series AllianceBernstein · Collective trust | $3.5M | 5.3% |
| Putnam Stable Value FD 15 BPS Franklin Templeton · Insurance contract | $3.2M | 4.8% |
| Principal MidCap Institutional Principal · Mutual fund | $2.3M | 3.5% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $1.3M | 2.0% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.3M | 1.9% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $872K | 1.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $746K | 1.1% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $548K | 0.8% |
No lineup changes between the 2024 and 2025 filings.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.