Filings through .
Filed April 3, 2025 (most recent of 2 filings on file)
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Total covered: 1,200 employees
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 37 1307 POINT STREET · BALTIMORE, MD 21231 | Loan Processing | $40,403 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 1500 MARKET STREET · PHILADELPHIA, PA 19102 | Consulting | $18,261 |
21 funds of $250K or more; 17 lines in all, holding $151M of the plan's $154M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: Vanguard Target Retirement, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $60.4M | 39.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $23.8M | 15.7% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund | $22.8M | 15.0% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $19.2M | 12.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $6.6M | 4.4% |
| T Rowe Price Stable Value Common Trst N T. Rowe Price · Insurance contract Recordkeeper's own fund | $6.1M | 4.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $4.9M | 3.2% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $4.0M | 2.6% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 0.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 0.7% |
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.