Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $62,583 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK2 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA FUNDS2 years Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
FRANKLIN TEMPLETON2 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
JP MORGAN2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: MACQUARIE MID CAP GROWTH R6 Service code 28 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Management | $0 |
PIMCO FUNDS2 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
10 funds of $250K or more; 11 lines in all, holding $9.1M of the plan's $9.1M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, collective trust, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $7.2M | 79.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $730K | 8.0% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $612K | 6.7% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $133K | 1.5% |
| T. Rowe Price Government Money Fund, Inc. T. Rowe Price Government Money Fund- I Class T. Rowe Price · Mutual fund Recordkeeper's own fund | $121K | 1.3% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $116K | 1.3% |
| Voya Fixed Account Voya · Insurance contract | $93K | 1.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $58K | 0.6% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $13K | 0.1% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $9K | <0.1% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.