Filings through .
Filed July 10, 2006 (most recent of 2 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.3 years Service code 51 · EIN 94-1737782 | Investment Mgmt Fees | $3,264 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 52 · EIN 82-3967259 | Indirect Investment Fees | $0 |
6 funds of $250K or more; 19 lines in all, holding $5.7M of the plan's $30.6M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Bank Sweep Charles Schwab · Mutual fund | $2.7M | 46.7% |
| Applied Materials Manager not matched · Other | $651K | 11.4% |
| Novo-Nordisk A S F Manager not matched · Other | $344K | 6.0% |
| BlackRock BlackRock · Mutual fund | $308K | 5.4% |
| The Charles Schwab Corporation Charles Schwab · Mutual fund | $296K | 5.2% |
| Vanguard LifeStrategy Cnsrv Gr Inv Vanguard · Mutual fund | $257K | 4.5% |
| Johnson & Johnson Manager not matched · Other | $246K | 4.3% |
| Zebra Technologies (Class A) Manager not matched · Other | $232K | 4.0% |
| Mettler Toledo International Manager not matched · Other | $214K | 3.7% |
| United Parcel Srvs Manager not matched · Other | $189K | 3.3% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.