Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds hold $19.2M of the plan's $23.7M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Baird Aggregate Bond Fund Institutional Baird · Mutual fund | $4.4M | 22.7% |
| Blackrock Strategic Income Opportunity Institutional BlackRock · Mutual fund | $3.6M | 18.5% |
| Schwab S&P 500 Index Select Charles Schwab · Mutual fund Index | $2.9M | 15.3% |
| Schwab Government Money Market Fund Charles Schwab · Money market | $1.4M | 7.5% |
| DWS Rreef Real Assets Fund Institutional Class DWS · Mutual fund | $943K | 4.9% |
| WCM Focused International Growth Inst WCM Investment Management · Other | $890K | 4.6% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $883K | 4.6% |
| Artisan Value Fund Artisan Partners · Mutual fund | $837K | 4.3% |
| Schwab U.S. Mid-Cap Index Fund Charles Schwab · Mutual fund Index | $816K | 4.2% |
| Schwab Treasury Inflation Protected Securities Index Fund Charles Schwab · Mutual fund Index | $708K | 3.7% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeSchwab S&P 500 Index Fund - Select S to Schwab S&P 500 Index Select | $2.2M to $2.9M |
| AddedArtisan Value Fund | $837K |
| DroppedArtisan High Income Fund | $557K |
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. They do not show money moved.
5 more lines and 1 more change 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Jason Conkey Schwab Retirement Plan Services Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the actuary are on Pro.
5 filings · 2021 to 2025