Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $23,019 |
11 funds of $250K or more; 17 lines in all, holding $11.0M of the plan's $11.3M. From the 2025 filing. Recordkeeper: Associated Trust.
Target-date series: T. Rowe Price Retirement, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $9.1M | 83.2% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $467K | 4.3% |
| Borrower, Lessor Capital Group · Mutual fund | $449K | 4.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $347K | 3.2% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $166K | 1.5% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $100K | 0.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $82K | 0.7% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $63K | 0.6% |
| Vanguard Life Strategy Growth Fund Vanguard · Mutual fund | $55K | 0.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $35K | 0.3% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.