Filings through .
Filed January 30, 1992
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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $4,970 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
7 funds of $250K or more; 19 lines in all, holding $9.9M of the plan's $10.2M. From the 2024 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: Vanguard Target Retirement, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $1.8M | 18.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.5M | 15.4% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $1.4M | 13.9% |
| Fidelity Low-Priced Stock Fund Fidelity (FMR) · Mutual fund | $936K | 9.5% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $876K | 8.9% |
| Reliance Trust Company Stable Value Fund Manager not matched · Stable value Stable value | $814K | 8.2% |
| Baird Aggregate Bond Fund Institutional Baird · Mutual fund | $766K | 7.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $585K | 5.9% |
| Allspring Special Mid Cap Value Fund Class R6 Allspring · Mutual fund | $190K | 1.9% |
| JPMorgan Small Cap Growth Fund Class R6 JPMorgan · Mutual fund | $169K | 1.7% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.