Filings through .
1 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$26K in admin expenses, $18 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more, counting each target-date vintage; shown as 11 lines, holding $110M of the plan's $118M. 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, 12 vintages | $80.8M | 73.7% |
| State ST S&P 500 Index NL N Manager not matched · Collective trust Index | $14.8M | 13.5% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $3.9M | 3.6% |
| State ST Russell Smmid Indx II Manager not matched · Collective trust Index | $2.5M | 2.3% |
| Galliard Stable Return Fund C Allspring · Collective trust | $2.1M | 2.0% |
| American Funds Intl Gr&inc R6 Capital Group · Mutual fund | $1.8M | 1.6% |
| State ST US Bond Index NL C Manager not matched · Collective trust Index | $1.4M | 1.3% |
| Janus Henderson Enterprise Fund Class I Janus Henderson · Mutual fund | $914K | 0.8% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $607K | 0.6% |
| Allspring Special Mid Cap Value Fund Class R6 Allspring · Mutual fund | $397K | 0.4% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 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.
1 more line in this lineup is 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 4 by compensation.
| Provider | Compensation |
|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 Recordkeeping | $14,449 |
Filed as: DONALDSON CAPITAL MANAGEMENT L Service code 26 · EIN 35-1937665 Advisory (Participants) | $9,205 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 Float revenue; Direct payment from th... | $742 |
CHARLES SCHWAB & CO., INC.2 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