Filings through .
Filed January 27, 2006 (most recent of 5 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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $28,968 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
24 funds of $250K or more; 15 lines in all, holding $76.6M of the plan's $76.6M. From the 2025 filing. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $39.8M | 52.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $8.5M | 11.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund Possible retail class A | $5.1M | 6.6% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund Possible retail class A | $4.9M | 6.5% |
| Dodge & Cox Balanced Fund Dodge & Cox · Mutual fund Possible retail class A | $4.5M | 5.9% |
| Eupac Fund Class A Capital Group · Mutual fund Possible retail class A | $3.8M | 4.9% |
| Ishares Russell 2000 Small Cap Index Mutual Fund BlackRock · ETF Index | $2.4M | 3.1% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund Possible retail class A | $1.9M | 2.5% |
| Standard Stable Asset Fund 2 Manager not matched · Insurance contract | $1.6M | 2.0% |
| Metropolitan West Total Return Bond P Fund TCW · Mutual fund Possible retail class A | $1.5M | 2.0% |
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, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.