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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $77,518 |
ATLANTA CONSULTING GROUP3 years Service code 28 · EIN 59-1237041 | Investment Management | $43,515 |
AMERICAN BENEFIT CORPORATION11+ years Service code 10 · EIN 55-0672859 | Accounting | $23,057 |
Filed as: GRAY GRIFFITH AND MAYS Service code 10 · EIN 55-0621482 | Accounting | $11,142 |
Service code 28 · EIN 06-0566050 | Investment Management | $11,010 |
JOHN F. DASCOLI, PLLC2 years Filed as: JOHN F DASCOLI PLLC Service code 29 · EIN 20-5780253 | Legal | $6,304 |
21 funds of $250K or more; 11 lines in all, holding $72.5M of the plan's $79.3M. From the 2025 filing. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $30.7M | 42.4% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $11.1M | 15.3% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $8.2M | 11.3% |
| JP Morgan US Large Value R6 JPMorgan · Mutual fund | $6.2M | 8.5% |
| Ibew-Neca Stable Value Trust Manager not matched · Stable value Stable value | $3.5M | 4.8% |
| Eupac Fund Class R-5 Capital Group · Mutual fund | $3.3M | 4.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 3.8% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $2.6M | 3.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 2.6% |
| Vanguard Explore Value FD Inv Vanguard · Mutual fund | $1.4M | 1.9% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedEupac Fund Class R-5 | $3.3M |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
The auditor signed off without reservation. This is the cleanest opinion.