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| Provider | Service type | Compensation |
|---|---|---|
WEALTHSPIRE ADVISORS LLC1+ years Service code 26 · EIN 13-3831584 | Advisory (Participants) | $35,077 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $2,780 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
21 funds of $250K or more; 12 lines in all, holding $87.9M of the plan's $136M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Fidelity Freedom Index, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 14 vintages | $57.2M | 65.1% |
| SSgA S&P 500 Indx SL Series II State Street (SSgA) · Collective trust Index | $11.3M | 12.9% |
| State Street Glbl ACap Eq II State Street (SSgA) · Collective trust | $6.7M | 7.6% |
| Large Cap Growth Fund II I1 Manager not matched · Collective trust | $3.0M | 3.4% |
| State ST Russell Smmid Indx II Manager not matched · Collective trust Index | $2.9M | 3.3% |
| Wtc-Cif II Core BD PL Series 4 Wellington · Collective trust | $1.7M | 1.9% |
| MFS Large Cap Value Fund 6B MFS (Sun Life) · Collective trust | $1.4M | 1.6% |
| Putnam Stable Value FD 15 Bps Franklin Templeton · Stable value Stable value | $1.3M | 1.4% |
| State St US Bnd Indx SL Cl XIV State Street (SSgA) · Collective trust Index | $1.3M | 1.4% |
| Amcent US Small Grwth TR F Manager not matched · Collective trust | $702K | 0.8% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.