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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT INC/ADVISOR SERVICES Service code 16 120 VANTIS · ALISO VIEJO, CA 92656 | Consulting | $16,260 |
T ROWE PRICE RPS INC1+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $15,060 |
12 funds of $250K or more; 20 lines in all, holding $16.5M of the plan's $16.7M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: Great Gray Retirement, other, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Retirement Great Gray · Other Target-date, 7 vintages | $8.6M | 52.2% |
| Retirement Date 2055 I1 Manager not matched · Collective trust | $4.7M | 28.7% |
| Par, or Maturity Value Manager not matched · Mutual fund | $1.1M | 6.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $359K | 2.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $277K | 1.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $276K | 1.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $269K | 1.6% |
| Great Gray Large Cap Value I1 Great Gray · Other | $240K | 1.5% |
| Great Gray Large Cap Growth Fund II I1 Fund Manager not matched · Mutual fund | $233K | 1.4% |
| T. Rowe Price Government Money Fund, Inc. T. Rowe Price Government Money Fund- I Class T. Rowe Price · Mutual fund Recordkeeper's own fund | $112K | 0.7% |
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.