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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $230,770 |
Filed as: SIGNATURE INVESTMENT ADVISORS Service code 26 · EIN 45-3791510 | Advisory (Participants) | $13,006 |
Service code 26 · EIN 95-4806910 | Advisory (Participants) | $5,314 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage | $3,600 |
WELLINGTON MANAGEMENT6 years Filed as: WELLINGTON RETIREMENT SOLUTIONS,INC Service code 15 · EIN 47-2725143 | Recordkeeping | $780 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 59 | Shareholder Servicing | $0 |
18 funds of $250K or more; 150 lines in all, holding $91.6M of the plan's $97.3M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $21.5M | 23.5% |
| Schwab Total Stock Market Index Fund Charles Schwab · Mutual fund Index | $20.9M | 22.8% |
| Schwab U.S. Aggregate Bond Index Fund Charles Schwab · Mutual fund | $11.7M | 12.8% |
| Schwab Short-Term Bond Index Fund Charles Schwab · Mutual fund Index | $7.8M | 8.5% |
| Schwab International Index Fund Charles Schwab · Mutual fund Index | $6.1M | 6.7% |
| Schwab Fundamental Emerging Markets Equity Index Fund Charles Schwab · Mutual fund Index | $5.9M | 6.5% |
| Schwab Small-Cap Index Fund Charles Schwab · Mutual fund Index | $5.3M | 5.8% |
| Cohen & Steers Realty Shares Cohen & Steers · Mutual fund | $3.0M | 3.3% |
| Schwab U.S. Large-Cap Growth Index Fund Charles Schwab · Mutual fund Index | $1.3M | 1.4% |
| Schwab U.S. Mid-Cap Index Fund Charles Schwab · Mutual fund Index | $898K | 1.0% |
Added 3 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedSchwab Prime Advantage Money Fund Investor Shares | $3.5M |
| DroppedMoney Fund | $3.3M |
| AddedGoldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF | $363K |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.