Filings through .
Filed April 28, 1998 (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.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $144,533 |
MERCER2 years Filed as: MERCER DC ADVISORS Service code 28 · EIN 30-0282430 | Investment Management | $59,970 |
MILLER COOPER & CO LTD5 years Filed as: MILLER COOPER AND CO LTD Service code 10 · EIN 36-2897372 | Accounting | $19,000 |
23 funds of $250K or more; 12 lines in all, holding $268M of the plan's $282M. From the 2025 filing. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $96.3M | 35.9% |
| funds (held by Charles Schwab Trust Bank) American Century US Large Cap Growth American Century · Collective trust | $46.1M | 17.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $33.7M | 12.6% |
| Galliard Managed Income Fund Core Allspring · Stable value Stable value | $29.5M | 11.0% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $12.4M | 4.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $11.3M | 4.2% |
| Invesco Diversified Dividend Fund Class R5 Invesco · Mutual fund | $10.7M | 4.0% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $6.9M | 2.6% |
| State Street Real Asset NL C State Street (SSgA) · Collective trust | $6.5M | 2.4% |
| Victory Sycamore Small Company Opportunity Fund Victory Capital · Mutual fund | $5.6M | 2.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.