Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$106K in admin expenses, $547 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 20 lines in all, holding $29.4M of the plan's $35.9M. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $6.7M | 22.9% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $4.7M | 16.1% |
| Schwab International Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $3.2M | 11.0% |
| Vanguard Emerging Markets Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $1.8M | 6.0% |
| Nuveen Large Cap Growth Fund TIAA (Nuveen) · Mutual fund | $1.6M | 5.4% |
| Schwab Fundamental U.S. Large Company Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $1.3M | 4.4% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.2M | 4.0% |
| Schwab Fundamental International Equity Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $1.1M | 3.7% |
| Vanguard Intermediate-Term Treasury Index Fund Vanguard · Mutual fund Index | $1.0M | 3.5% |
| Vanguard Mid-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $1.0M | 3.5% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighSchwab Savings Money Market Deposit Account to Vanguard Federal Money Market Fund Investor Shares | $1.1M to $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 6 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
10 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 6 by compensation.
| Provider | Compensation |
|---|---|
CHARLES SCHWAB & CO., INC.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 Recordkeeping | $63,913 |
SWEENEY CONRAD, P.S.8 years Filed as: SWEENEY CONARD P.S. Service code 10 · EIN 91-1301672 Accounting | $15,750 |
EVERGREEN GAVEKAL5 years Service code 26 · EIN 91-1962899 Advisory (Participants) | $7,610 |
Service code 26 · EIN 46-5754053 Advisory (Participants) | $6,674 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 Float revenue; Direct payment from th... | $239 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025