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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $61,975 |
26 funds of $250K or more; 19 lines in all, holding $66.4M of the plan's $67.6M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, collective trust, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $29.0M | 43.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $10.1M | 15.2% |
| The Hartford Dividend And Growth Fund Hartford Funds · Mutual fund | $5.2M | 7.9% |
| William Blair Large Cap Growth Fund William Blair · Mutual fund | $4.1M | 6.2% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $3.8M | 5.7% |
| Baird Mid Cap Growth Fund Baird · Mutual fund | $3.3M | 4.9% |
| Fed Hermes Total Ret Bond Cl P Common/collective trust Manager not matched · Collective trust | $2.2M | 3.3% |
| Allspring Spec Mid Cp Val CIT Common/collective trust Allspring · Collective trust | $2.1M | 3.2% |
| BNY Mellon International Fund BNY · Mutual fund | $1.3M | 2.0% |
| Congress Small Cap Growth CIT Manager not matched · Collective trust | $1.2M | 1.8% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.