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| Provider | Service type | Compensation |
|---|---|---|
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $51,517 |
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $11,035 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $193 |
26 funds of $250K or more; 17 lines in all, holding $48.1M of the plan's $50.5M. From the 2024 filing. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $11.4M | 23.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $11.2M | 23.3% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $6.3M | 13.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $3.7M | 7.6% |
| International Equity Fund Class R1 Manager not matched · Collective trust | $2.9M | 6.0% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $2.6M | 5.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $2.5M | 5.2% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $1.8M | 3.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 2.1% |
| Mid Cap Growth R1 Manager not matched · Collective trust | $920K | 1.9% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.