Filings through .
Filed March 26, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY11+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $5,391 |
17 funds of $250K or more; 9 lines in all, holding $32.9M of the plan's $34.3M. From the 2025 filing. Recordkeeper: Ingham & Company.
Target-date series: American Funds Target Date, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $22.9M | 69.5% |
| Charles Schwab Vanguard 500 Index Adm Vanguard · Mutual fund Index | $4.5M | 13.6% |
| Charles Schwab Vanguard Mid-Cap Index ADM Vanguard · Mutual fund Index | $2.4M | 7.2% |
| Charles Schwab Vanguard Small-Cap Index Adm Vanguard · Mutual fund Index | $1.5M | 4.5% |
| Charles Schwab Vanguard Total Int'l Stock Index Adm Vanguard · Mutual fund Index | $894K | 2.7% |
| Charles Schwab American Funds Capital World Bond R6 Capital Group · Mutual fund | $295K | 0.9% |
| Charles Schwab PIMCO Total Return Instl PIMCO (Allianz) · Mutual fund | $256K | 0.8% |
| Charles Schwab Vanguard Inflation-Protected Secs Adm Vanguard · Mutual fund | $254K | 0.8% |
| Current Charles Schwab General Account Charles Schwab · Insurance contract | $2K | <0.1% |
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.