Filings through .
2 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$348K in admin expenses, $150 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more; 30 lines in all, holding $207M of the plan's $219M. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $27.2M | 13.2% |
| Great Gray 2040 TD Trust CL MS Manager not matched · Collective trust | $23.4M | 11.3% |
| Great Gray 2030 TD Trust CL MS Manager not matched · Collective trust | $20.2M | 9.7% |
| JPMorgan Large Cap Growth GG Series R1 JPMorgan · Collective trust | $18.9M | 9.2% |
| Galliard Stable Return Fund Q Allspring · Collective trust | $16.5M | 8.0% |
| Great Gray 2050 TD Trust CL MS Manager not matched · Collective trust | $14.7M | 7.1% |
| Great Gray 2020 TD Trust CL MS Manager not matched · Collective trust | $10.0M | 4.9% |
| Great Gray 2035 TD Trust CL MS Manager not matched · Collective trust | $9.1M | 4.4% |
| Great Gray 2055 TD Trust CL MS Manager not matched · Collective trust | $8.8M | 4.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $8.1M | 3.9% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
20 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 11 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedAmerican Funds 2030 Target Date Retirement Fund | $91.0M |
| AddedGreat Gray 2040 TD Trust CL MS | $23.4M |
| AddedGreat Gray 2030 TD Trust CL MS | $20.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
20 more lines and 9 more changes in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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 6 by compensation.
| Provider | Compensation |
|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 Recordkeeping | $148,240 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY CAPITAL MANAGEMENT Service code 28 · EIN 11-3658445 Investment Management | $86,393 |
NORTON ROSE FULBRIGHT6 years Filed as: NORTON ROSE FULBRIGHT US Service code 29 · EIN 74-1201087 Legal | $56,422 |
ERNST & YOUNG LLP3 years Service code 10 · EIN 34-6565596 Accounting | $55,000 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 Securities brokerage; Float revenue; ... | $2,081 |
Filed as: CHARLES SCHWAB & INC. AND AFFIL Service code 59 Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
Filed June 23, 2014.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
9 filings · 2017 to 2025