Filings through .
Filed August 7, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WESTHILL FINANCIAL ADVISORS Service code 27 · EIN 20-8060365 | Advisory (Plan) | $15,460 |
Service code 13 · EIN 85-3986400 | Contract Administrator | $1,700 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
6 funds of $250K or more; 27 lines in all, holding $3.5M of the plan's $3.6M. From the 2024 filing. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index F Vanguard · Mutual fund Index | $521K | 14.9% |
| AM Erican Funds 2035 Trgt Date Retire R6 Manager not matched · Mutual fund | $507K | 14.5% |
| AM Erican Funds 2045 Trgt Date Retire R6 Manager not matched · Mutual fund | $482K | 13.8% |
| Registered Investm ent Com panies Am erican Fd 2055 Target Date Ret R6 Manager not matched · Mutual fund | $303K | 8.7% |
| AM Erican Funds 2040 Trgt Date Retire R6 Manager not matched · Mutual fund | $289K | 8.3% |
| AM Erican Funds 2020 Trgt Date Retire R6 Manager not matched · Mutual fund | $259K | 7.4% |
| AM Erican Funds 2030 Trgt Date Retire R6 Manager not matched · Mutual fund | $185K | 5.3% |
| AM Erican Funds 2050 Trgt Date Retire R6 Manager not matched · Mutual fund | $138K | 3.9% |
| Com m on/Collective Trust Mellon Stable Value Fund Class M BNY · Stable value Stable value | $129K | 3.7% |
| Schwab International Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $102K | 2.9% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.