Filings through .
Filed December 23, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7 years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $66,818 |
ALLIANCE GLOBAL FUNDS6 years Service code 28 · EIN 13-3191825 | Investment Management | $0 |
BLACKROCK6 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
DODGE & COX6 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: JPMORGAN FUND Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LEGG MASON6 years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
LORD ABBETT7 years Service code 28 · EIN 13-3731507 | Investment Management | $0 |
MFS FUNDS7 years Filed as: MFS FUND Service code 28 · EIN 04-2747644 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $0 |
15 funds of $250K or more; 23 lines in all, holding $19.6M of the plan's $19.8M. From the 2024 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $11.7M | 59.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.8M | 19.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $843K | 4.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $669K | 3.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $547K | 2.8% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $365K | 1.9% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $293K | 1.5% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $253K | 1.3% |
| ClearBridge Large Cap Growth Fund Class IS Franklin Templeton · Mutual fund | $247K | 1.3% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $188K | 1.0% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.