Filings through .
2 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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 2025 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.
$61K in admin expenses, $79 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $124M of the plan's $126M. Recordkeeper: Epic Retirement Plan Services.
Target-date series: Schwab Indexed Retirement, collective trust, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Indexed Retirement Charles Schwab · Collective trust Target-date, 11 vintages | $44.2M | 35.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $19.9M | 16.1% |
| Growth Fund OF America Capital Group · Mutual fund | $15.3M | 12.4% |
| Dodge & Cox Dodge & Cox · Mutual fund | $9.5M | 7.7% |
| Galliard Capital Stable Return Fund Allspring · Mutual fund | $6.1M | 5.0% |
| Eupac Fund Capital Group · Mutual fund | $4.4M | 3.5% |
| IRM Core Bond Fund Manager not matched · Mutual fund | $4.3M | 3.5% |
| American Beacon Small Cap Value Fund American Beacon (Resolute) · Mutual fund | $4.2M | 3.4% |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. Rowe Price · Mutual fund | $4.0M | 3.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $3.6M | 2.9% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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. They do not show money moved.
6 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 |
|---|---|
Service code 15 · EIN 16-1450952 Recordkeeping | $44,169 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 Securities Custodian | $36,028 |
MONETA GROUP LLC6 years Service code 27 · EIN 20-1903821 Advisory (Plan) | $17,304 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025