Filings through .
Filed March 3, 1997
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 |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $55,868 |
34 funds of $250K or more; 32 lines in all, holding $55.1M of the plan's $55.1M. From the 2024 filing. Recordkeeper: MetLife.
Target-date series: T. Rowe Price Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $23.1M | 42.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.0M | 9.0% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 4.1% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $2.1M | 3.9% |
| Sustainable Allocation Inst Impax · Mutual fund | $2.1M | 3.9% |
| Tiaa Traditional Benefit Responsive Annuity TIAA (Nuveen) · Insurance contract | $1.7M | 3.1% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Insurance contract | $1.7M | 3.1% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $1.7M | 3.1% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $1.6M | 2.9% |
| Growth Account Class R1 TIAA (Nuveen) · Insurance contract | $1.3M | 2.3% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.