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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
USI INSURANCE SERVICES LLC1+ years Filed as: USI ADVISORS INC Service code 28 · EIN 06-1397347 | Investment Management | $0 |
28 funds of $250K or more; 24 lines in all, holding $41.8M of the plan's $42.9M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $17.7M | 42.3% |
| interest, collateral, par, or (e) Current Mutual Funds Manager not matched · Mutual fund | $4.3M | 10.2% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $4.0M | 9.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.0M | 9.5% |
| American Fds Invest CO Amer R6 Capital Group · Mutual fund | $1.9M | 4.5% |
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 11 vintages | $1.6M | 3.9% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 2.4% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $979K | 2.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $942K | 2.3% |
| Vanguard Retirement Savings TR Vanguard · Stable value Stable value | $760K | 1.8% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.