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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC2 years Filed as: ADAMS BROWN, LLC Service code 28 · EIN 84-3726120 | Investment Management | $36,466 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,112 |
15 funds of $250K or more; 16 lines in all, holding $13.4M of the plan's $13.5M. From the 2025 filing. Recordkeeper: Charles Schwab.
Target-date series: American Funds Target Date, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $4.1M | 30.2% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $2.4M | 18.0% |
| Amcent Ultra Fund Cl R6 Manager not matched · Mutual fund | $1.9M | 14.0% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $884K | 6.6% |
| Apex Capital Preserv Income I Manager not matched · Insurance contract | $853K | 6.3% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $713K | 5.3% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $650K | 4.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $427K | 3.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $426K | 3.2% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $400K | 3.0% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.