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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 28 · EIN 06-1397347 | Investment Management | $41,615 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $32,320 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $11,978 |
KRILOGY FINANCIAL LLC3 years Service code 26 · EIN 26-3835498 | Advisory (Participants) | $8,242 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $128 |
24 funds of $250K or more; 17 lines in all, holding $74.7M of the plan's $79.4M. From the 2025 filing. Recordkeeper: Charles Schwab.
Target-date series: American Funds Target Date, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $30.7M | 41.1% |
| Vanguard Retirement 500 Index Fund Vanguard · Mutual fund Index | $14.0M | 18.8% |
| JP Morgan Large Cap Growth JPMorgan · Other | $11.0M | 14.7% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $3.3M | 4.4% |
| Galliard Stable Return Fund C Allspring · Collective trust | $2.9M | 3.9% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $2.6M | 3.5% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $2.3M | 3.1% |
| Eupac Fund Capital Group · Mutual fund | $1.8M | 2.4% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $1.7M | 2.2% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $869K | 1.2% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedDimensional Global Allocation Balanced Fund | $737K |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.