Filings through .
Filed May 29, 2015
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 INC4 years Filed as: T. ROWE PRICE Service code 13 · EIN 52-1309931 | Contract Administrator | $73,606 |
10 funds of $250K or more; 25 lines in all, holding $14.5M of the plan's $18.5M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $12.1M | 83.6% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $918K | 6.3% |
| T. Rowe Price Group, Inc. T. Rowe Price Large-Cap Growth Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $309K | 2.1% |
| T. Rowe Price Group, Inc. Money Market Fund - Government Money T. Rowe Price · Money market Recordkeeper's own fund | $131K | 0.9% |
| T. Rowe Price Group, Inc. T. Rowe Price Global Stock Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $116K | 0.8% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $114K | 0.8% |
| iShares Russell Small/Mid-Cap Index Fund BlackRock · ETF Index | $110K | 0.8% |
| American Funds Capital Group · Mutual fund | $104K | 0.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $88K | 0.6% |
| Janus Henderson Global Equity Income Fund Janus Henderson · Mutual fund | $77K | 0.5% |
No lineup changes between the 2024 and 2025 filings.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.