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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $8,492 |
18 funds of $250K or more; 17 lines in all, holding $13.4M of the plan's $14.0M. From the 2024 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: T. Rowe Price Retirement, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 6 vintages | $1.9M | 14.2% |
| Vanguard Index Fund Vanguard · Mutual fund Index | $1.7M | 13.0% |
| Vanguard Inflation-Protected Securities Fund Vanguard · Mutual fund | $1.3M | 9.4% |
| Schwab Select Large Cap Growth Fund Charles Schwab · Mutual fund | $1.2M | 9.1% |
| Dodge & Cox Dodge & Cox · Mutual fund | $1.2M | 8.8% |
| Reliance Trust Stable Value Fund Collective Investment Trust, Series 25 Reliance Trust · Stable value Stable value | $954K | 7.1% |
| Mutual Funds and Money Market Mutual Fund American Funds Capital Group · Money market | $829K | 6.2% |
| Vanguard Mid-Cap Growth Fund Investor Shares Vanguard · Mutual fund | $699K | 5.2% |
| T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price · Mutual fund | $696K | 5.2% |
| Artisan Mid Cap Value Fund Artisan Partners · Mutual fund | $687K | 5.1% |
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.