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| Provider | Service type | Compensation |
|---|---|---|
FINDEC WEALTH SERVICES, INC.5 years Filed as: FINDEC WEALTH SERVICES, INC Service code 17 · EIN 85-3994987 | Pension Consulting | $5,214 |
Filed as: FINDEC BENEFIT SERVICES, INC Service code 13 · EIN 85-3986400 | Contract Administrator | $3,319 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,699 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Sub-transfer agency fees; Shareholder... | $0 |
Filed as: CHARLES SCHWAB & CO. INC Service code 60 | Sub-TA Fees | $0 |
PAYDEN & RYGEL1 year Filed as: PAYDEN FUNDS Service code 60 | Sub-TA Fees | $0 |
2 funds of $250K or more; 23 lines in all, holding $1.8M of the plan's $2.4M. From the 2025 filing. Recordkeeper: Charles Schwab.
Target-date series: T. Rowe Price Retirement, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $1.4M | 76.5% |
| U.S. Large Company Portfolio (Instl) Dimensional · Mutual fund | $107K | 5.8% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $45K | 2.5% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $35K | 1.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $35K | 1.9% |
| American Bond Fund of America Class R6 Manager not matched · Mutual fund | $28K | 1.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $27K | 1.5% |
| Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $25K | 1.4% |
| New World Fund (R6) Capital Group · Mutual fund | $17K | 0.9% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $17K | 0.9% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.