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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 16 WILLIS TOWER · CHICAGO, IL 60606 | Consulting | $20,000 |
T ROWE PRICE RPS INC1+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $19,614 |
15 funds of $250K or more; 12 lines in all, holding $17.0M of the plan's $19.2M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $10.9M | 64.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 11.1% |
| Collateral, Par, Maturity Value Cost Value Stable value collective tru Manager not matched · Stable value Stable value | $1.5M | 8.9% |
| T. Rowe Price T. Rowe Price · Mutual fund Recordkeeper's own fund | $940K | 5.5% |
| T. Rowe Price Equity Income Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $397K | 2.3% |
| T. Rowe Price Balanced Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $358K | 2.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $288K | 1.7% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $270K | 1.6% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $238K | 1.4% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $95K | 0.6% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.