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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $106,122 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $356 |
27 funds of $250K or more; 24 lines in all, holding $171M of the plan's $176M. From the 2024 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, collective trust, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 5 vintagesRecordkeeper's own fund | $87.5M | 51.2% |
| Blackrock Equity Index Fund Class 1 BlackRock · Collective trust Index | $24.5M | 14.4% |
| MassMutual Blue Chip Growth Fund MassMutual · Mutual fund | $14.7M | 8.6% |
| BlackRock Mid Cap Equity Index Fund BlackRock · Collective trust | $6.0M | 3.5% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $5.0M | 2.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $4.8M | 2.8% |
| Blackrock MSCI ACWI Ex US In BlackRock · Collective trust | $3.8M | 2.2% |
| American New Perspectives Fund R6 Capital Group · Mutual fund | $3.5M | 2.1% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $3.0M | 1.7% |
| BlackRock U.S. Debt Index Cl 1 BlackRock · Collective trust Index | $2.5M | 1.5% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.