Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION10+ years Service code 26 · EIN 35-1550787 | Advisory (Participants) | $45,021 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $43,898 |
ASCENSUS LLC2 years Service code 13 · EIN 82-3719843 | Contract Administrator | $36,760 |
17 funds of $250K or more; 19 lines in all, holding $14.7M of the plan's $22.3M. From the 2024 filing. Recordkeeper: Ascensus.
Target-date series: Vanguard Target Retirement, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $2.3M | 15.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 14.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 13.6% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.6M | 10.6% |
| Large Cap International Portfolio - Institutional Class Dimensional · Mutual fund | $1.1M | 7.2% |
| Diamond Hill Core Bond Fund Diamond Hill · Mutual fund | $936K | 6.4% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $885K | 6.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $824K | 5.6% |
| e) Current DFA Emerging Markets Portfolio Dimensional · Mutual fund | $552K | 3.8% |
| PIMCO Short-Term Fund Institutional PIMCO (Allianz) · Mutual fund | $535K | 3.6% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.