Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $40,479 |
SS&C1 year Service code 28 P INV#20250331-1034-28447-A · BRAINTREE, MA 021848747 | Investment Management | $4,629 |
AMERICAN CENTURY INVESTMENTS2 years Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS4 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO4 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
JANUS FUNDS4 years Service code 28 · EIN 43-1804048 | Investment Management | $0 |
JP MORGAN4 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LORD ABBETT4 years Service code 28 · EIN 13-3731507 | Investment Management | $0 |
8 funds of $250K or more; 13 lines in all, holding $7.5M of the plan's $7.5M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 98% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $7.3M | 97.6% |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $62K | 0.8% |
| MFS Value Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $30K | 0.4% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $19K | 0.2% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $14K | 0.2% |
| Nuveen Lifestyle Aggressive Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $13K | 0.2% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $12K | 0.2% |
| T. Rowe Price Stable Value E T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $10K | 0.1% |
| JPMorgan Small Cap Growth Fund Class R6 JPMorgan · Mutual fund | $7K | <0.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5K | <0.1% |
No lineup changes between the 2024 and 2025 filings.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.