Filings through .
Filed July 19, 2005
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Direct pa... | $90,656 |
22 funds of $250K or more; 14 lines in all, holding $43.9M of the plan's $44.5M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: T. Rowe Price Retirement, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $32.3M | 73.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 6.2% |
| Transamerica Ins Tflic Guaranteed Inv Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $1.8M | 4.0% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract | $1.6M | 3.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.3M | 2.9% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $734K | 1.7% |
| Vanguard Explorer Value Fund Investor Shares Vanguard · Mutual fund | $649K | 1.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $571K | 1.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $495K | 1.1% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $466K | 1.1% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeT. Rowe Price Retirement I 2030 Fund-I Class to T. Rowe Price Retirement 2030 Fund-I Class | $28.1M to $32.3M |
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 71,410 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.