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| Provider | Service type | Compensation |
|---|---|---|
FULTON FINANCIAL ADVISORS11+ years Service code 15 · EIN 23-1928421 | Recordkeeping | $57,454 |
15 funds of $250K or more; 21 lines in all, holding $19.9M of the plan's $20.4M. From the 2025 filing. Recordkeeper: Fulton Financial Advisors.
Target-date series: T. Rowe Price Retirement, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 6 vintages | $11.6M | 58.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 8.3% |
| T. Rowe Price Capital Appreciation Fund T. Rowe Price · Mutual fund | $1.1M | 5.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $817K | 4.1% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $717K | 3.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $678K | 3.4% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $613K | 3.1% |
| Vanguard S/c Growth Indx-Adm Vanguard · Mutual fund Index | $537K | 2.7% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $428K | 2.1% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $306K | 1.5% |
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.
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.