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| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC6 years Filed as: CAP FINANCIAL PARTNERS LLC Service code 28 · EIN 26-0058143 | Investment Management | $90,510 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $37,503 |
18 funds of $250K or more; 14 lines in all, holding $24.8M of the plan's $24.9M. From the 2024 filing. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $5.5M | 22.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $4.4M | 17.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.8M | 15.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $2.1M | 8.3% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $1.8M | 7.2% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $1.7M | 6.8% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 6.2% |
| Loomis Sayles Small Cap Growth N Natixis IM · Other | $1.2M | 4.7% |
| John Hancock Disciplined Value Mid Cap Fund Class R6 John Hancock (Manulife) · Mutual fund | $826K | 3.3% |
| Victory Sycamore Small Company Opportunity Fund Class R6 Victory Capital · Mutual fund | $583K | 2.3% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.