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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $320,527 |
26 funds of $250K or more; 18 lines in all, holding $95.6M of the plan's $102M. From the 2025 filing. Recordkeeper: Charles Schwab.
Target-date series: BlackRock LifePath Index, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $22.4M | 23.4% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $14.7M | 15.4% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.5M | 8.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.8M | 8.2% |
| Schwab Total Stock Market Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $7.8M | 8.1% |
| Vanguard Total World Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.3M | 7.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $5.1M | 5.3% |
| Schwab International Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $3.4M | 3.6% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.4M | 3.5% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.3M | 3.5% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Mid-Cap Value Index Fund Admiral Shares | $1.3M |
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, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.