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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $48,144 |
CAPFINANCIAL PARTNERS LLC5 years Service code 26 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Participants) | $31,847 |
21 funds of $250K or more; 15 lines in all, holding $38.6M of the plan's $39.0M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $24.6M | 63.7% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $4.0M | 10.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.4M | 8.7% |
| T. Rowe Price U.S. Value Equity Trust T. Rowe Price · Collective trust Recordkeeper's own fund | $1.7M | 4.3% |
| MFS Mid Cap Growth Fund R3 MFS (Sun Life) · Mutual fund | $1.1M | 2.9% |
| Equity Index 500 Fund T. Rowe Price · Mutual fund IndexRecordkeeper's own fund | $980K | 2.5% |
| Collective Trust Funds CIT Great Gray TR EuroPacific Growth Trust CI R1 Capital Group · Collective trust | $653K | 1.7% |
| Fiam Core Plus CIT Class I Fund Fidelity (FMR) · Collective trust | $639K | 1.7% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $409K | 1.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $345K | 0.9% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.