Filings through .
Filed October 4, 1999 (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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Plan Administrator; Recordkeeping and... | $51,207 |
BKS RETIREMENT SERVICES2 years Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 17 · EIN 84-1921272 | Pension Consulting | $30,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $20,951 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,664 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 28 | Investment Management | $0 |
4 funds of $250K or more; 5 lines in all, holding $48.1M of the plan's $50.4M. From the 2024 filing. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| Money Market Manager not matched · Money market | $44.9M | 93.3% |
| Common Collective Trust Manager not matched · Collective trust | $1.5M | 3.0% |
| Investments Investments at fair value Mutual funds Manager not matched · Mutual fund | $1.4M | 2.8% |
| Employer contributions Manager not matched · Other | $292K | 0.6% |
| Receivables Participant contributions Manager not matched · Other | $96K | 0.2% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.