Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
BDG-CPAS1 year Service code 28 76 NORTH WALNUT STREET · RIDGEWOOD, NJ 074503224 | Investment Management | $9,250 |
T ROWE PRICE RPS INC10+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $7,222 |
ARTISAN PARTNERS6 years Filed as: ARTISAN FUNDS Service code 28 · EIN 30-0551775 | Investment Management | $0 |
COHEN & STEERS6 years Filed as: COHEN & STEERS FUNDS Service code 30 · EIN 14-1904657 | Shareholder servicing fees; Employee ... | $0 |
PIMCO FUNDS6 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
10 funds of $250K or more; 15 lines in all, holding $18.0M of the plan's $18.7M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $14.4M | 80.4% |
| Equity Index 500 Fund T. Rowe Price · Mutual fund IndexRecordkeeper's own fund | $1.4M | 7.9% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $1.2M | 6.7% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $286K | 1.6% |
| T. Rowe Price High Yield Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $116K | 0.6% |
| T. Rowe Price International Equity Index Fund T. Rowe Price · Mutual fund IndexRecordkeeper's own fund | $89K | 0.5% |
| T. Rowe Price Equity Income Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $85K | 0.5% |
| T. Rowe Price U.S. Bond Index Fund T. Rowe Price · Mutual fund IndexRecordkeeper's own fund | $74K | 0.4% |
| T. Rowe Price Small-Cap Value Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $64K | 0.4% |
| Cohen and Steers Real Estate Manager not matched · Mutual fund | $54K | 0.3% |
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 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.