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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IRONWOOD FINANCIAL LLC Service code 27 1926 E. FT. LOWELL ROAD · TUCSON, AZ 85719 | Advisory (Plan) | $50,711 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $25,420 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $9,455 |
16 funds of $250K or more; 14 lines in all, holding $16.1M of the plan's $16.9M. From the 2025 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: Vanguard Target Retirement, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $4.9M | 30.4% |
| Schwab U.S. Large-Cap ETF Charles Schwab · Mutual fund | $3.6M | 22.2% |
| iShares Core Moderate Allocation BlackRock · ETF | $2.2M | 13.6% |
| iShares Core Aggressive Allocation BlackRock · ETF | $1.2M | 7.5% |
| iShares US Aerospace Defense BlackRock · ETF | $970K | 6.0% |
| Charles Schwab US Dividends Equity Charles Schwab · Mutual fund | $654K | 4.1% |
| Schwab U.S. Mid-Cap Index Fund Charles Schwab · Mutual fund | $596K | 3.7% |
| Schwab U.S. Small-Cap ETF Charles Schwab · Mutual fund | $575K | 3.6% |
| iShares Core Growth Allocation BlackRock · ETF | $444K | 2.8% |
| Schwab International Equity Charles Schwab · Mutual fund | $348K | 2.2% |
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, not money moved.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.