Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $30,000 |
T ROWE PRICE RPS INC9 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $5,171 |
23 funds of $250K or more; 17 lines in all, holding $45.2M of the plan's $45.6M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $29.6M | 65.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.9M | 10.9% |
| Blue Chip Growth Fund Manager not matched · Mutual fund | $2.8M | 6.3% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $2.2M | 4.8% |
| Small-Cap Stock Fund Manager not matched · Mutual fund | $1.1M | 2.5% |
| MFS Value Fund R4 MFS (Sun Life) · Mutual fund | $807K | 1.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $601K | 1.3% |
| Carillon Eagle Mid Cap Growth Fund Raymond James · Mutual fund | $465K | 1.0% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $424K | 0.9% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $407K | 0.9% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.