Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $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. Pro is free for 7 days and then costs $49 a month.
$90K in admin expenses, $261 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 17 lines in all, holding $27.6M of the plan's $33.9M. Recordkeeper: Charles Schwab.
Target-date series: Schwab Target Index, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Target Index Charles Schwab · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $16.1M | 58.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.6M | 9.6% |
| Schwab U.S. Aggregate Bond Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $2.4M | 8.6% |
| Schwab U.S. Large-Cap Growth Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $1.2M | 4.5% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 4.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 3.7% |
| Schwab U.S. Large-Cap Value Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $878K | 3.2% |
| Invesco Opp Gold & SP Mnrl R6 Invesco · Mutual fund | $842K | 3.1% |
| Money Market / Cash Equivalent Charles Schwab · Money market Recordkeeper's own fund | $315K | 1.1% |
| Fidelity Small Cap Growth Index Fund Fidelity (FMR) · Mutual fund | $214K | 0.8% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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. They do not show money moved.
7 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
Service code 26 · EIN 34-1314835 Advisory (Participants) | $81,880 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 Recordkeeping | $35,202 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 Securities brokerage commissions and ... | $256 |
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.
Filed October 10, 2018 (most recent of 2 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025