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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $19,013 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
33 funds of $250K or more; 26 lines in all, holding $94.8M of the plan's $97.5M. From the 2025 filing. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $53.9M | 56.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $10.3M | 10.9% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $8.3M | 8.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $3.3M | 3.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 2.9% |
| Schwab Retirement Government Money Fund Charles Schwab · Money market Recordkeeper's own fund | $2.2M | 2.3% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 1.8% |
| Vanguard Life ST Star Growth Vanguard · Mutual fund | $1.6M | 1.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 1.3% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $1.1M | 1.2% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.