Filings through .
Filed January 5, 2009 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $118,535 |
GRP FINANCIAL6 years Service code 28 · EIN 47-1411118 | Investment Management | $48,000 |
VASQUEZ & COMPANY LLP9 years Filed as: VASQUEZ AND COMPANY LLP Service code 10 · EIN 33-0700332 | Accounting | $19,005 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $13,269 |
Service code 26 · EIN 81-1713122 | Advisory (Participants) | $7,314 |
PURE FINANCIAL ADVISORS INC3 years Filed as: PURE FINANCIAL ADVISORS LLC Service code 26 · EIN 87-1712300 | Advisory (Participants) | $7,229 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $627 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
26 funds of $250K or more; 17 lines in all, holding $209M of the plan's $237M. From the 2025 filing. Recordkeeper: Charles Schwab.
Target-date series: Principal LifeTime, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 11 vintages | $51.7M | 24.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $34.5M | 16.5% |
| Alliance Bernstein Large Cap Growth Fund AllianceBernstein · Collective trust | $20.1M | 9.6% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $17.9M | 8.6% |
| Morley Stable Value Fund Principal · Stable value Stable value | $10.7M | 5.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $10.6M | 5.1% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $8.0M | 3.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $7.9M | 3.8% |
| PIMCO RAE US CIT Cl U PIMCO (Allianz) · Collective trust | $7.5M | 3.6% |
| Amcent Mid Cap Value R6 Manager not matched · Mutual fund | $7.3M | 3.5% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPrincipal Lifetime HYB Incm U | $523K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 renames.
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 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.