Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $291,280 |
4 funds of $250K or more; 8 lines in all, holding $121M of the plan's $121M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: American Funds Target Date, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Target Date Retirement Fund- Class R6 Manager not matched · Mutual fund | $117M | 97.1% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $1.3M | 1.1% |
| Class R6 Baird Core Plus Bond Fund Mutual Fund Baird · Mutual fund | $983K | 0.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $868K | 0.7% |
| American Funds 2065 Fund Capital Group · Mutual fund | $123K | 0.1% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 1 vintage | $113K | <0.1% |
| Target Date Retirement Fund- Class R6 Fidelity Real Estate Index Mutual Fund Fidelity (FMR) · Mutual fund Index | $111K | <0.1% |
| Fund American Funds 2070 Mutual Fund Capital Group · Mutual fund | $16K | <0.1% |
Added 1 fund, dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPutnam Large Cap Value Fund | $1.3M |
| Share class changeBaird Core Plus Bond Fund to Class R6 Baird Core Plus Bond Fund Mutual Fund | $848K to $983K |
| DroppedFidelity Inflation-Protected Bond Index Fund | $288K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.