Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC10+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $67,531 |
T ROWE PRICE RPS INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $38,984 |
27 funds of $250K or more; 17 lines in all, holding $120M of the plan's $122M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $62.9M | 52.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $14.4M | 12.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $9.4M | 7.8% |
| Prudential Stable Value Fund Prudential (PGIM) · Insurance contract | $7.5M | 6.3% |
| T. Rowe Price Value Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $5.2M | 4.4% |
| BlackRock Advantage Intl lnstl Mutual Fund BlackRock · Mutual fund | $4.7M | 4.0% |
| MFS Mid Cap Growth Fund R4 MFS (Sun Life) · Mutual fund | $3.1M | 2.6% |
| American Funds Washington Mutual R4 Capital Group · Mutual fund | $2.5M | 2.1% |
| Amer Century Small Cap Val RS Manager not matched · Mutual fund | $1.8M | 1.5% |
| BlackRock Total Return Fund BlackRock · Mutual fund | $1.7M | 1.4% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedT. Rowe Price U.S. Treasury Money Fund | $574K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
The auditor signed off without reservation. This is the cleanest opinion.