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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $41,591 |
Service code 27 · EIN 55-0846628 | Advisory (Plan) | $32,468 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $12,984 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
18 funds of $250K or more; 17 lines in all, holding $30.6M of the plan's $33.5M. From the 2024 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: American Funds Target Date, mutual fund, 19% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 5 vintages | $5.7M | 18.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.6M | 15.1% |
| American Mutual Fund R6 Capital Group · Mutual fund | $3.9M | 12.7% |
| Metlife GAC Series 25053 Cl 0 MetLife · Other | $3.4M | 11.1% |
| Large Cap International Portfolio - Institutional Class Dimensional · Mutual fund | $3.3M | 10.7% |
| Blackrock Equity Index Fund R BlackRock · Collective trust Index | $2.1M | 6.8% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 4.5% |
| Charles Schwab Personal Choice Accounts Charles Schwab · Mutual fund | $1.1M | 3.7% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 3.6% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $992K | 3.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.