Filed February 14, 2006
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 |
|---|---|---|
T ROWE PRICE RPS INC5 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $8,345 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
32 funds of $250K or more; 24 lines in all, holding $224M of the plan's $191M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: Vanguard Target Retirement, collective trust, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 12 vintages | $142M | 63.5% |
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund | $23.5M | 10.5% |
| Trp Stable Value Fund - N T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $11.2M | 5.0% |
| Harbor Cap Appreciation CIT R Harbor Capital · Collective trust | $7.7M | 3.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund | $5.6M | 2.5% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.6M | 2.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.4M | 1.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $4.3M | 1.9% |
| MFS International Intrinsic Equity Fund R6 MFS (Sun Life) · Mutual fund | $3.1M | 1.4% |
| American American Fnds WA Mutual INV R6 Capital Group · Mutual fund | $2.4M | 1.1% |
See the other 14 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Added 4 funds, dropped 2 funds, likely replaced 1 fund. Moved 3 funds from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustVanguard Target Retirement 2040 Fund Investor Shares to Vanguard Target Retirement 2035 Trust | $120M to $142M |
| Mutual fund to collective trustHarbor Capital App Ret Funds to Harbor Cap Appreciation CIT R | $6.8M to $7.7M |
| AddedVanguard Intermediate-Term Bond Index Fund | $2.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,924 | $129,021+21.6% | $184,203-14.8% | $77,643+102.1% |
| Participation rate | 97.6% | 87.3%+10.3pp | 86.8%+10.8pp | 70.6%+27.0pp |
| Annual return | 14.24% | 33.27%-19.0pp | 28.81%-14.6pp | 31.24%-17.0pp |
| Employer contribution / active EE | $10,957 | $4,413+148.3% | $6,427+70.5% | $2,726+302.0% |
| Participant deferral / active EE | $11,086 | $7,297+51.9% | $9,131+21.4% | $4,647+138.6% |
| Admin fee / account holder | $7 | $254-97.3% | $13,901-100.0% | $430-98.4% |