Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3 years Service code 12 · EIN 47-0098400 | Claims processing; Participant commun... | $26,965 |
SAGEPOINT FINANCIAL INC3 years Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1434504 | Advisory (Plan) | $7,771 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,881 |
Filed as: CHARLES SCHWAB % CO., INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 19 | Securities Custodian | $0 |
5 funds of $250K or more; 31 lines in all, holding $4.3M of the plan's $4.4M. From the 2025 filing. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $2.5M | 57.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $498K | 11.5% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $253K | 5.8% |
| T. Rowe Price Media and Telecom Fund T. Rowe Price · Mutual fund | $251K | 5.8% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $94K | 2.2% |
| collateral, Current or similar party Manager not matched · Other | $76K | 1.8% |
| Fidelity Advisor Growth Opportunities Fund Fidelity (FMR) · Mutual fund | $76K | 1.8% |
| Capital World Growth & Income Fund Class R-6 Capital Group · Mutual fund | $64K | 1.5% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $60K | 1.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $44K | 1.0% |
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, not 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.