Filings through .
Filed July 1, 2013 (most recent of 6 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.
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $32,988 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
25 funds of $250K or more; 15 lines in all, holding $113M of the plan's $114M. From the 2024 filing. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $45.5M | 40.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $23.9M | 21.2% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $8.2M | 7.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $5.8M | 5.2% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $5.1M | 4.5% |
| Vanguard Index Admiral Vanguard · Mutual fund Index | $4.8M | 4.3% |
| Vanguard Retirement Savings Trus Vanguard · Collective trust | $4.4M | 3.9% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.9M | 3.5% |
| Loomis Sayle Small CAP Grth N Natixis IM · Other | $3.8M | 3.3% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $3.1M | 2.7% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.