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| Provider | Service type | Compensation |
|---|---|---|
AT INVESTMENT ADVISERS INC9 years Service code 26 · EIN 20-0822261 | Advisory (Participants) | $80,179 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $34,549 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $15,238 |
SAVANT CAPITAL MANAGEMENT3 years Filed as: SAVANT CAPITAL LLC Service code 26 · EIN 45-3812777 | Advisory (Participants) | $14,027 |
CORIENT PRIVATE WEALTH LLC3 years Service code 26 · EIN 88-0967642 | Advisory (Participants) | $13,047 |
Filed as: RAPPAPORT REICHES CAPITAL MANA Service code 26 · EIN 20-3327943 | Advisory (Participants) | $12,881 |
Service code 26 · EIN 47-5657416 | Advisory (Participants) | $6,487 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
23 funds of $250K or more; 16 lines in all, holding $133M of the plan's $183M. From the 2024 filing. Recordkeeper: Charles Schwab.
Target-date series: SSgA Target Retirement, collective trust, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 10 vintages | $67.4M | 50.7% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $19.8M | 14.9% |
| Vanguard Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $15.5M | 11.7% |
| Vanguard VGD Developed Mkt Index ADM Vanguard · Mutual fund Index | $7.2M | 5.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.6M | 4.2% |
| Vanguard Small Cap Index Amdrl Vanguard · Mutual fund Index | $3.6M | 2.7% |
| Vanguard Interm Term Inv Gradm Vanguard · Mutual fund | $2.4M | 1.8% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 1.7% |
| Vanguard Cash Rsrv Fed Mmkt Adm Vanguard · Money market | $2.2M | 1.6% |
| Ssga Trgt Income NL K State Street (SSgA) · Collective trust | $1.6M | 1.2% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.