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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $190,848 |
19 funds hold $130M of the plan's $133M. From the 2024 filing. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| Charles Schwab Investment Management Inc. S&P 500 Index Fund Charles Schwab · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $23.5M | 18.0% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $18.9M | 14.5% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund IndexPossible retail class A | $15.1M | 11.6% |
| Charles Schwab Investment Management Inc. International Index Fund Charles Schwab · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $11.3M | 8.7% |
| Nuveen Large Cap Value Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $8.4M | 6.5% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.1M | 5.4% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.9M | 4.5% |
| Vanguard Corporate Bond Index Admiral Vanguard · Mutual fund Index | $5.1M | 3.9% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.0M | 3.8% |
| Vanguard Short Term Infl PRO Vanguard · Mutual fund Possible retail class A | $4.3M | 3.3% |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.