Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $168,234 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $97,650 |
23 funds of $250K or more; 17 lines in all, holding $109M of the plan's $112M. From the 2025 filing. Recordkeeper: Charles Schwab.
Target-date series: Schwab Indexed Retirement, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Indexed Retirement Charles Schwab · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $68.3M | 62.5% |
| Schwab U.S. Large-Cap Growth Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $11.0M | 10.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $7.3M | 6.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $6.2M | 5.6% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $4.4M | 4.0% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $3.5M | 3.2% |
| Schwab U.S. Large-Cap Value Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $3.1M | 2.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 1.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 1.2% |
| Schwab Treasury Inflation Protected Securities Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $842K | 0.8% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedInvesco Oppenheimer Disc R6 | $260K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.