Filings through .
Filed September 30, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PA RETIREMENT SOLUTIONS, INC.10+ years Filed as: PA RETIREMENT SOLUTIONS Service code 13 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $1,400 |
NATIONWIDE10+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $487 |
3 funds of $250K or more; 17 lines in all, holding $3.2M of the plan's $3.3M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: Vanguard Target Retirement, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $882K | 27.5% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price · Mutual fund | $368K | 11.5% |
| Putnam Large Cap Value Fund Class Y Shares Franklin Templeton · Mutual fund | $284K | 8.8% |
| American Funds Multi-Sector Income Fund Class R-6 Capital Group · Mutual fund | $234K | 7.3% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $199K | 6.2% |
| Lord Abbett Short Duration Income Fund Lord Abbett · Mutual fund | $166K | 5.2% |
| MFS International Intrinsic Equity Fund MFS (Sun Life) · Mutual fund | $147K | 4.6% |
| DFA US Target Value Dimensional · Mutual fund | $141K | 4.4% |
| Vanguard Target Retirement N/R Vanguard · Mutual fund | $136K | 4.2% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $131K | 4.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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.