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| Provider | Service type | Compensation |
|---|---|---|
PRIMARK BENEFITS10+ years Service code 10 · EIN 94-2320862 1810 GATEWAY DRIVE, SUITE230 · SAN MATEO, CA 94404 | Accounting | $47,516 |
GLOBAL RETIREMENT PARTNERS LLC10+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Investment Management | $26,534 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST CO Service code 18 · EIN 82-3967259 211 MAIN ST. · SAN FRANCISCO, CA 94105 | Custodial (other than securities) | $5,848 |
6 funds of $250K or more; 24 lines in all, holding $12.2M of the plan's $12.3M. From the 2024 filing. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 3 vintages | $8.4M | 68.6% |
| Fund Vanguard National Trust Vanguard 500 Index Fund Admiral N/R Vanguard · Collective trust Index | $1.2M | 9.6% |
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 2 vintages | $603K | 4.9% |
| Fund Vanguard National Trust Vanguard Total Stock Mkt Index N/R Vanguard · Collective trust Index | $387K | 3.2% |
| Fund Adm Charles Schwab Trust Bank Schwab Govt Money Fund Investor N/R Charles Schwab · Collective trust Recordkeeper's own fund | $262K | 2.1% |
| Inv Parnassus Investments Parnassus Core Equity Fund Inst N/R Affiliated Managers Group · Mutual fund | $194K | 1.6% |
| Vanguard National Trust Vanguard Growth Index Fund Vanguard · Collective trust Index | $165K | 1.3% |
| NEW Perspective Fund (Admiral) Capital Group · Mutual fund | $159K | 1.3% |
| ClearBridge Large Cap Value Fund Class IS Franklin Templeton · Mutual fund | $147K | 1.2% |
| Vanguard National Trust Vanguard Mid Cap Index Fund Vanguard · Collective trust Index | $127K | 1.0% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.