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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $13,887 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $9 |
27 funds of $250K or more; 17 lines in all, holding $128M of the plan's $131M. From the 2024 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $91.9M | 71.6% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $11.6M | 9.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.8M | 4.5% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $4.7M | 3.7% |
| T. Rowe Price T. Rowe Price · Mutual fund Recordkeeper's own fund | $2.9M | 2.2% |
| T. Rowe Price Equity Income Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $2.6M | 2.0% |
| Vanguard Mid Cap Stock Index Fund Vanguard · Mutual fund Index | $1.5M | 1.2% |
| PIMCO Total Return Fund PIMCO (Allianz) · Mutual fund | $1.5M | 1.1% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $1.2M | 0.9% |
| T. Rowe Price Retirement Balanced Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $1.1M | 0.9% |
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.