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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $36,122 |
22 funds of $250K or more; 18 lines in all, holding $60.9M of the plan's $62.4M. From the 2024 filing. Recordkeeper: Charles Schwab.
Target-date series: American Funds Target Date, mutual fund, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Contra Fund K6 NR Fidelity (FMR) · Mutual fund | $11.1M | 18.2% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $9.0M | 14.8% |
| Vanguard 500 Index Admiral NR Vanguard · Mutual fund Index | $7.8M | 12.8% |
| Common and collective trusts T. Rowe Price Stable Value Fund T. Rowe Price · Stable value Stable value | $6.9M | 11.3% |
| JPMorgan Large Cap Growth R6 NR JPMorgan · Mutual fund | $5.9M | 9.7% |
| American Beacon Lg Cp Val R5 NR American Beacon (Resolute) · Other | $4.8M | 7.8% |
| Vanguard Small Cap Index Admrl NR Vanguard · Mutual fund Index | $2.7M | 4.5% |
| Fidelity Small Cap Growth R6 NR Fidelity (FMR) · Mutual fund | $2.7M | 4.4% |
| Vanguard Mid Cap Index Admiral NR Vanguard · Mutual fund Index | $2.5M | 4.1% |
| Vanguard Developed Mkt Index Adm NR Vanguard · Mutual fund Index | $2.1M | 3.5% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.