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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $34,769 |
28 funds of $250K or more; 19 lines in all, holding $162M of the plan's $168M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: Vanguard Target Retirement, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $113M | 69.8% |
| State Street S&P 500 Index Fund Class N State Street (SSgA) · Mutual fund Index | $16.9M | 10.4% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $14.6M | 9.0% |
| Growth Fund OF America Capital Group · Mutual fund | $4.6M | 2.8% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $2.3M | 1.4% |
| Eupac Fund Capital Group · Mutual fund | $1.5M | 0.9% |
| State Street MidCap Index State Street (SSgA) · Mutual fund Index | $1.2M | 0.7% |
| Small Cap Value Fund American Century · Mutual fund | $1.0M | 0.6% |
| Putnam Large Cap Value Trust Franklin Templeton · Collective trust | $958K | 0.6% |
| JPMorgan Emerging Markets Equity Fund JPMorgan · Mutual fund | $951K | 0.6% |
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.
The auditor signed off without reservation. This is the cleanest opinion.