Filings through .
1 of 18 flags tripped on the 2024 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2024 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$85K in admin expenses, $292 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more, counting each target-date vintage; shown as 13 lines, holding $57.5M of the plan's $60.0M. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $16.2M | 28.3% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $10.5M | 18.2% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price · Mutual fund | $6.0M | 10.4% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $5.1M | 8.9% |
| Schwab Government Money Fund Charles Schwab · Mutual fund Recordkeeper's own fund | $4.9M | 8.6% |
| Mutual Funds and Money Market Mutual Fund Baron Capital Group Capital Group · Money market | $4.1M | 7.2% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $3.4M | 6.0% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.7M | 2.9% |
| Harding Loevner International Equity Portfolio Affiliated Managers Group · Mutual fund | $1.4M | 2.5% |
| Small Cap Value Fund Northern Trust · Mutual fund | $1.4M | 2.4% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
3 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 Recordkeeping | $44,415 |
MULTNOMAH GROUP9 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 Investment Management | $26,033 |
SIKICH LLP2 years Filed as: SIKICH CPA, LLC Service code 10 · EIN 54-1172176 Accounting | $14,600 |
CHARLES SCHWAB & CO., INC.9 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 Float revenue; Securities brokerage; ... | $418 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2024 filing.
3 contacts
10 filings · 2015 to 2024