Filings through .
1 of 18 flags tripped on the 2024 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2024 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$264K in admin expenses, $136 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $79.2M of the plan's $81.1M. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $67.9M | 85.7% |
| Columbia Large Cap Index Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund Index | $3.7M | 4.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.0M | 2.6% |
| Trp Stable Value N T. Rowe Price · Insurance contract Recordkeeper's own fund | $867K | 1.1% |
| Schwab Small-Cap Index Fund Charles Schwab · Mutual fund Index | $483K | 0.6% |
| T. Rowe Price International Equity Index Fund T. Rowe Price · Mutual fund IndexRecordkeeper's own fund | $474K | 0.6% |
| T. Rowe Price Capital Appreciation Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $468K | 0.6% |
| Dodge & Cox International Stock Fund Class I Dodge & Cox · Mutual fund | $463K | 0.6% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $432K | 0.5% |
| T. Rowe Price Health Sciences Inv T. Rowe Price · Mutual fund Recordkeeper's own fund | $390K | 0.5% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
9 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 10 of 12 by compensation.
| Provider | Compensation |
|---|---|
T ROWE PRICE RPS INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 Recordkeeping | $263,639 |
AM BEACON2 years Service code 28 · EIN 75-2401150 Investment Management | $0 |
AM BEACON2 years Filed as: AM BEACON SMALL Service code 28 Investment Management | $0 |
COLUMBIA2 years Service code 28 · EIN 93-0577450 Investment Management | $0 |
DODGE & COX10+ years Service code 15 · EIN 94-1441976 Recordkeeping | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786 Investment Management | $0 |
JP MORGAN2 years Service code 28 · EIN 13-2624428 Investment Management | $0 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN Service code 28 Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS Service code 28 · EIN 04-2747644 Investment Management | $0 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 28 · EIN 33-0629048 Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2024 filing.
Filed July 21, 2010.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
10 filings · 2015 to 2024