Filings through .
Filed September 16, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRG ADVISORS, INC.2 years Filed as: TRG ADVISORS, INC Service code 16 8470 ENTERPRISE CIR · LAKEWOOD RANCH, FL 34202 | Consulting | $57,606 |
T ROWE PRICE RPS INC3 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $28,202 |
17 funds of $250K or more; 18 lines in all, holding $58.2M of the plan's $60.0M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $48.2M | 82.8% |
| Apex Guaranteed Fixed Int Y Manager not matched · Insurance contract | $4.0M | 6.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.4M | 5.8% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $876K | 1.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $586K | 1.0% |
| Vanguard Info Tech Index Admiral Vanguard · Mutual fund Index | $467K | 0.8% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $211K | 0.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $126K | 0.2% |
| THE Hartford Strategic Income Fund Class R6 Hartford Funds · Mutual fund | $106K | 0.2% |
| Hartford Schrders Intl Stk SDR Hartford Funds · Mutual fund | $86K | 0.1% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Info Tech Index Admiral | $467K |
| DroppedBlackrock Science & Technology Opportunities Fund | $467K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.