Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $446,430 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,281 |
THOMPSON HINE LLP1+ years Filed as: THOMPSON HINE Service code 29 · EIN 34-0575300 | Legal | $45,662 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORTON Service code 10 · EIN 36-6055558 | Accounting | $39,044 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 49 · EIN 52-1714114 | Other Services | $14,610 |
28 funds hold $299M of the plan's $309M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, collective trust, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $54.3M | 18.2% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $29.7M | 9.9% |
| 2030 Retirement Fund Manager not matched · Collective trust | $27.8M | 9.3% |
| 2040 Retirement Fund Manager not matched · Collective trust | $23.1M | 7.7% |
| 2035 Retirement Fund Manager not matched · Collective trust | $22.7M | 7.6% |
| 2025 Retirement Fund Manager not matched · Collective trust | $16.9M | 5.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $16.2M | 5.4% |
| 2050 Retirement Fund Manager not matched · Collective trust | $14.7M | 4.9% |
| 2045 Retirement Fund Manager not matched · Collective trust | $13.4M | 4.5% |
| 2055 Retirement Fund Manager not matched · Collective trust | $12.0M | 4.0% |
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 that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.