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| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF TOLEDO11+ years Service code 21 · EIN 34-1661757 | Bank Trustee | $81,208 |
23 funds hold $29.3M of the plan's $31.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $5.1M | 17.3% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $3.7M | 12.5% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 8.4% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 4 vintages | $2.1M | 7.2% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $1.9M | 6.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.8M | 6.3% |
| Vanguard Dividend Growth Fund Investor Shares Vanguard · Mutual fund | $1.4M | 4.6% |
| Fidelity International Small Cap Fund Fidelity (FMR) · Mutual fund | $1.3M | 4.3% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $1.2M | 4.1% |
| T. Rowe Price QM Small Cap Growth Equity Fund T. Rowe Price · Mutual fund | $1.2M | 3.9% |
Added 4 funds, dropped 4 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighMidCap Value Fund I Institutional Class to Invesco S&P MidCap Quality ETF | $1.2M to $1.0M |
| DroppedDecember 31, 2024 Money Market Fund Northern | $899K |
| DroppedInstitutional Fund | $845K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.