Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $44,189 |
19 funds of $250K or more; 25 lines in all, holding $23.8M of the plan's $25.3M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, other, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Separate account Target-date, 10 vintages | $12.7M | 53.2% |
| American Balanced Fund Capital Group · Separate account | $4.1M | 17.1% |
| 500 Index Fund Manager not matched · Separate account Index | $2.2M | 9.2% |
| Fidelity Contrafund Fidelity (FMR) · Separate account | $760K | 3.2% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Separate account | $528K | 2.2% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Separate account | $495K | 2.1% |
| T. Rowe Price Sci & Tech T. Rowe Price · Separate account | $491K | 2.1% |
| Reliance Metlife Stable Value Fund MetLife · Stable value Stable value | $368K | 1.5% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Separate account | $352K | 1.5% |
| Allspring Disciplined U.S. Core Fund Allspring · Separate account | $336K | 1.4% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedT. Rowe Price Dividend Growth Fund, Inc. | $352K |
| AddedAllspring Disciplined U.S. Core Fund | $336K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.