Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $57,097 |
NFP RETIREMENT INC1 year Service code 28 · EIN 33-0905143 | Investment Management | $17,500 |
13 funds of $250K or more; 18 lines in all, holding $28.0M of the plan's $33.5M. From the 2025 filing. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| Charles Schwab US Large Cap (Schx) Charles Schwab · Mutual fund Recordkeeper's own fund | $6.9M | 24.8% |
| Charles Schwab International Equity (Schf) Charles Schwab · Mutual fund Recordkeeper's own fund | $4.2M | 14.9% |
| Charles Schwab US Large Cap Growth (Schg) Charles Schwab · Mutual fund Recordkeeper's own fund | $3.3M | 11.7% |
| Vanguard Short-Term Infl-Prot Secs (Vtip) Vanguard · Mutual fund | $2.4M | 8.6% |
| Charles Schwab US Large Cap Value (Schv) Charles Schwab · Mutual fund Recordkeeper's own fund | $2.2M | 7.7% |
| Vanguard Em Mkts Stk Index (VWO) Vanguard · Mutual fund Index | $1.7M | 6.1% |
| Vanguard Short Term Bnd (Bsv) Vanguard · Mutual fund | $1.7M | 6.0% |
| Vanguard Mid-Cap (VO) Vanguard · Mutual fund | $1.2M | 4.2% |
| Charles Schwab US Small Cap (Scha) Charles Schwab · Mutual fund Recordkeeper's own fund | $1.1M | 4.1% |
| Money Market Deposit Charles Schwab · Money market Recordkeeper's own fund | $959K | 3.4% |
Added 4 funds, dropped 7 funds.
| Fund | Year-end value |
|---|---|
| AddedCharles Schwab US Large Cap (Schx) | $6.9M |
| DroppedSchwab U.S. Large-Cap ETF | $5.7M |
| DroppedSchwab U.S. Aggregate Bond ETF | $5.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 renames.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.