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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $15,360 |
SS&C1+ years Service code 28 P INV#20250331-1034-22008-A · BRAINTREE, MA 021848747 | Investment Management | $3,854 |
ALLIANCE BERNSTEIN1+ years Service code 28 711 HIGH STREET · DES MOINES, IA 503920001 | Investment Management | $0 |
AMERICAN FUNDS1+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK1+ years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
FEDERATED HERMES1+ years Filed as: FEDERATED HERME Service code 28 · EIN 25-1111467 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO1+ years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
JP MORGAN1+ years Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LEGG MASON1+ years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
5 funds of $250K or more; 15 lines in all, holding $3.6M of the plan's $3.6M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $2.9M | 78.4% |
| TRetirement 2045 Inv T. Rowe Price · Mutual fund Recordkeeper's own fund | $489K | 13.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $61K | 1.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $53K | 1.5% |
| Clearbridge Appreciation IS Franklin Templeton · Other | $44K | 1.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $36K | 1.0% |
| Nuveen Emerging Markets Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $24K | 0.7% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $18K | 0.5% |
| Federated Hermes International Leaders Fund Class R6 Shares Federated Hermes · Mutual fund | $15K | 0.4% |
| JPMorgan U.S. Small Company Fund Class R6 JPMorgan · Mutual fund | $14K | 0.4% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.