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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT5 years Service code 26 · EIN 39-1563018 | Advisory (Participants) | $35,602 |
NWPS1 year Service code 15 · EIN 91-2090931 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $23,155 |
20 funds of $250K or more; 21 lines in all, holding $23.7M of the plan's $25.2M. From the 2025 filing. Recordkeeper: Northwest Plan Services.
Target-date series: American Funds Target Date, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $8.3M | 34.9% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 11.6% |
| American Funds Growth Portfolio Class R-6 Capital Group · Mutual fund | $2.0M | 8.4% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $1.7M | 7.2% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $1.4M | 6.1% |
| Small Cap World Fund Class R-6 Manager not matched · Mutual fund | $1.2M | 5.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 4.8% |
| American Funds AF INV CO OF Amer R6 Capital Group · Mutual fund | $979K | 4.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $908K | 3.8% |
| Interest in registered investment companies Manager not matched · Mutual fund | $730K | 3.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.