Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $21,067 |
IMA FINANCIAL GROUP3 years Filed as: IMA WEALTH INC Service code 16 8200 E 32ND STREET · WICHITA, KS 67226 | Consulting | $6,515 |
5 funds of $250K or more; 15 lines in all, holding $3.8M of the plan's $15.8M. From the 2025 filing. Recordkeeper: T. Rowe Price.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $887K | 23.3% |
| Fidelity Blue Chip Grh K6 Fidelity (FMR) · Mutual fund | $775K | 20.3% |
| Stable Value Fund: Mass Mutual MassMutual · Insurance contract | $656K | 17.2% |
| International Growth Fund II Class R1 Manager not matched · Collective trust | $439K | 11.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $295K | 7.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $178K | 4.7% |
| JPMorgan Small Cap Growth Fund Class R6 JPMorgan · Mutual fund | $132K | 3.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund | $125K | 3.3% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $115K | 3.0% |
| JPMorgan Government Bond Fund Class R6 JPMorgan · Mutual fund | $54K | 1.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.