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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $62,246 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
COLUMBIA3 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: DRIEHAUS FUND Service code 28 · EIN 36-3261347 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: MASS MUTUAL Service code 28 · EIN 47-4967720 | Investment Management | $0 |
MET WEST FUNDS5 years Service code 28 · EIN 95-4597302 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
Filed as: PRINCIPAL FUND Service code 28 · EIN 42-1520346 | Investment Management | $0 |
22 funds of $250K or more; 21 lines in all, holding $23.7M of the plan's $23.7M. From the 2024 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $8.9M | 37.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.6M | 15.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.5M | 10.4% |
| Columbia Seligman Tech & Info Inst3 Ameriprise (Columbia Threadneedle) · Mutual fund | $2.2M | 9.3% |
| T. Rowe Price New Horizons Fund, Inc. T. Rowe Price New Horizons Fund-I Class T. Rowe Price · Mutual fund Recordkeeper's own fund | $1.7M | 7.0% |
| T. Rowe Price Value Fund, Inc. T. Rowe Price Value Fund-I Class T. Rowe Price · Mutual fund Recordkeeper's own fund | $814K | 3.4% |
| T. Rowe Price Stable Value Common Trust N Fund T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $711K | 3.0% |
| T. Rowe Price Health Sciences Fund, Inc. T. Rowe Price Health Sciences Fund-I Class T. Rowe Price · Mutual fund Recordkeeper's own fund | $661K | 2.8% |
| T. Rowe Price Communications & Tech Fund I T. Rowe Price · Mutual fund Recordkeeper's own fund | $421K | 1.8% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $339K | 1.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.