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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $11,317 |
19 funds of $250K or more; 23 lines in all, holding $15.4M of the plan's $15.7M. From the 2024 filing. Recordkeeper: Associated Trust.
Target-date series: T. Rowe Price Retirement, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $5.5M | 35.9% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $2.1M | 13.6% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $1.2M | 7.7% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $1.1M | 7.0% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $990K | 6.4% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $604K | 3.9% |
| Vanguard Short-Term Investment-Grade Fund Investor Shares Vanguard · Mutual fund | $577K | 3.7% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $408K | 2.6% |
| Associated Stable Value Fund Manager not matched · Stable value Stable value | $390K | 2.5% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $368K | 2.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.