Filings through .
1 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$123K in admin expenses, $64 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more, counting each target-date vintage; shown as 15 lines, holding $126M of the plan's $125M. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $56.8M | 44.9% |
| Northern Trust Collective S&P 500 Index Fund - DC Northern Trust · Collective trust Index | $18.4M | 14.6% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $14.2M | 11.3% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $5.6M | 4.4% |
| Great Gray TR EuroPacific Growth CT Capital Group · Other | $4.8M | 3.8% |
| Galliard Stable Return Fund Allspring · Collective trust | $4.4M | 3.5% |
| Galliard Stable Return Fund E Allspring · Collective trust | $4.4M | 3.5% |
| Allspring Special Small Cap Value Fund Allspring · Mutual fund | $4.1M | 3.2% |
| BlackRock Total Return Fund BlackRock · Mutual fund | $3.7M | 2.9% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $3.5M | 2.8% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedNorthern Trust ACWI ex US IMI | $2.1M |
| DroppedNorthern Trust Collective All Country World Index Ex US Fund | $1.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
5 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 1 by compensation.
| Provider | Compensation |
|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 Recordkeeping | $123,016 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025