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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $43,108 |
COHNREZNICK LLP1 year Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $43,050 |
AMERICAN FUNDS8 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 16 12 BROAD STREET · RED BANK, NJ 07701 | Consulting | $23,626 |
26 funds of $250K or more; 21 lines in all, holding $48.4M of the plan's $48.5M. From the 2024 filing. Recordkeeper: T. Rowe Price.
Target-date series: Fidelity Freedom, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $22.3M | 46.1% |
| TRP Stable Value Fund Sch E T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $5.1M | 10.6% |
| JPMorgan Equity Income Fund Class A JPMorgan · Mutual fund Possible retail class A | $3.7M | 7.6% |
| MFS Mass Invest GR Stock R2 MFS (Sun Life) · Mutual fund Possible retail class R2 | $2.9M | 6.1% |
| American Funds Growth Portfolio Capital Group · Mutual fund | $2.2M | 4.6% |
| THE Hartford Total Return Bond Fund Class R4 Hartford Funds · Mutual fund | $1.8M | 3.7% |
| Empower International Value Fund Empower · Mutual fund | $1.7M | 3.5% |
| maturing at various dates, secured by participant account balance Manager not matched · Other | $1.5M | 3.2% |
| MFS Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $1.2M | 2.4% |
| Nuveen S&P 500 Index Retire TIAA (Nuveen) · Mutual fund Index | $926K | 1.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.