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| Provider | Service type | Compensation |
|---|---|---|
KOVITZ INVESTMENT GROUP1 year Filed as: KOVITZ INVESTMENT GROUP LLC Service code 28 · EIN 91-2198169 | Investment Management | $56,855 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $28,129 |
19 funds hold $46.2M of the plan's $46.7M. From the 2024 filing. Recordkeeper: Charles Schwab.
Target-date series: Schwab Target Index, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Target Index Charles Schwab · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $18.5M | 40.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $12.1M | 26.2% |
| Anchor Account IV Fund New York Life · Insurance contract | $6.0M | 13.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 5.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 4.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 4.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 2.7% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $475K | 1.0% |
| Eaton Vance Income Fund of Boston Class R6 Morgan Stanley · Mutual fund | $289K | 0.6% |
| Nyli Winslow Large Cap Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $287K | 0.6% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.