Filings through .
Filed December 23, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $16,606 |
10 funds of $250K or more; 13 lines in all, holding $7.6M of the plan's $7.7M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $5.6M | 74.6% |
| Janus Henderson Forty Fund Janus Henderson · Mutual fund | $468K | 6.2% |
| T. Rowe Price & Allianz T. Rowe Price · Mutual fund | $326K | 4.3% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund Index | $240K | 3.2% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $221K | 2.9% |
| Mid-Cap Stock Fund Thrivent · Mutual fund | $215K | 2.8% |
| par or maturity value Value Pooled Separate Ac Manager not matched · Separate account | $126K | 1.7% |
| T. Rowe Price T. Rowe Price · Mutual fund | $86K | 1.1% |
| Eupac Fund Capital Group · Mutual fund | $77K | 1.0% |
| John Hancock John Hancock (Manulife) · Mutual fund | $75K | 1.0% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.