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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $29,164 |
PREMIER PLAN CONSULTANTS1 year Filed as: PREMIER PLAN CONSULTANTS, INC Service code 49 | Other Services | $17,773 |
PREMIER PLAN CONSULTANTS1 year Filed as: PREMIER PLAN CONSULTANTS, INC. Service code 49 · EIN 52-1309931 | Other Services | $0 |
17 funds of $250K or more; 13 lines in all, holding $27.4M of the plan's $27.7M. From the 2024 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $15.8M | 57.5% |
| Equity Index 500 Fund T. Rowe Price · Mutual fund IndexRecordkeeper's own fund | $3.7M | 13.7% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund Recordkeeper's own fund | $2.9M | 10.5% |
| Columbia Small Cap Index Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund Index | $1.6M | 5.7% |
| T. Rowe Price Balance Fund N/R T. Rowe Price · Mutual fund Recordkeeper's own fund | $1.0M | 3.7% |
| T. Rowe Price Government Money Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $933K | 3.4% |
| T. Rowe Price International Equity Index Fund T. Rowe Price · Mutual fund IndexRecordkeeper's own fund | $379K | 1.4% |
| T. Rowe Price QM U.S. Bond Index Fund T. Rowe Price · Mutual fund IndexRecordkeeper's own fund | $334K | 1.2% |
| T. Rowe Price Equity Income Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $275K | 1.0% |
| T. Rowe Price Extended Equity Market Index Fund T. Rowe Price · Mutual fund IndexRecordkeeper's own fund | $246K | 0.9% |
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.