Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $155,625 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: GRAYSTONE CONSULTING Service code 16 1300 THAMES STREET, WHARF · BALTIMORE, MD 21231 | Consulting | $82,281 |
28 funds of $250K or more; 18 lines in all, holding $231M of the plan's $235M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $140M | 60.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $23.4M | 10.1% |
| William Blair Large Cap Growth Fund William Blair · Mutual fund | $15.3M | 6.6% |
| T. Rowe Price New Horizons Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $11.3M | 4.9% |
| Trp Stable Value Fund - N T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $10.5M | 4.5% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $7.3M | 3.1% |
| Allspring Core PB Institutional Allspring · Mutual fund | $5.4M | 2.3% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $4.6M | 2.0% |
| T. Rowe Price Small-Cap Value Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $3.5M | 1.5% |
| JPMorgan Mid Cap Value Fund Class R6 JPMorgan · Mutual fund | $2.2M | 0.9% |
Added 3 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedWilliam Blair Large Cap Growth Fund | $15.3M |
| AddedAllspring Core PB Institutional | $5.4M |
| AddedFidelity Emerging Markets Core Equity 2 I | $666K |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.