Filings through .
Filed February 11, 2011
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GUARDIAN WEALTH PARTNERS LLP7 years Filed as: GUARDIAN WEALTH PARTNERS Service code 27 4270 THE CIRCLE AT NORTH HILLS ST · RALEIGH, NC 27609 | Advisory (Plan) | $44,071 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Bank Trustee | $11,445 |
19 funds hold $23.7M of the plan's $24.9M. From the 2024 filing. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $2.6M | 10.8% |
| Collared Investment Opportunity ETF Manager not matched · ETF Index | $2.2M | 9.3% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $2.1M | 9.0% |
| Invesco QQQ Trust Series 1 Fund Invesco · Collective trust | $2.1M | 8.7% |
| Schwab Fundamental International Equity Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $1.7M | 7.2% |
| Enhanced Yield ETF Manager not matched · ETF Index | $1.5M | 6.2% |
| State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF State Street (SSgA) · ETF Index | $1.2M | 5.2% |
| Capital Group Growth ETF Share class Capital Group · ETF Index | $1.2M | 5.0% |
| JPMorgan Equity Premium Income ETF JPMorgan · ETF Index | $1.1M | 4.6% |
| Inflation Beneficiaries ETF Manager not matched · ETF Index | $1.0M | 4.2% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
James M. Derengowski, FSA, Maaa, Ea Marsh Agency LLC Schedule SB | Schedule SB | Pro |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.