Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$80K in admin expenses, $468 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds hold $7.4M of the plan's $7.5M. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Total Stock Market Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $3.0M | 39.9% |
| Pgim Total Return Bond Fund Class Z Prudential (PGIM) · Mutual fund | $2.2M | 29.8% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $1.5M | 20.3% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $741K | 10.0% |
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. They do not show 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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
CHARLES SCHWAB & CO., INC.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 11 · EIN 34-1479833 Actuarial | $36,152 |
DAVIS3 years Filed as: DAVIS & COMPANY CPA Service code 10 · EIN 84-4158464 Accounting | $19,500 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.11+ years Service code 59 · EIN 94-1737782 Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Boris Chernyak, Ea, Maaa Schwab Retirement Plan Services Inc Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025