Filings through .
Filed October 26, 2021
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| Provider | Service type | Compensation |
|---|---|---|
SS&C1 year Service code 28 ACH · KANSAS CITY, MO 641051514 | Investment Management | $82,493 |
Filed as: MESIROW FINANCIAL INV MGT INC Service code 28 · EIN 36-3429599 | Investment Management | $5,158 |
T ROWE PRICE RPS INC11+ years Filed as: T.ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $3,400 |
24 funds of $250K or more; 15 lines in all, holding $61.6M of the plan's $70.7M. From the 2024 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $17.9M | 29.0% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund Recordkeeper's own fund | $12.4M | 20.2% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $6.0M | 9.8% |
| Equity Index 500 Fund T. Rowe Price · Mutual fund IndexRecordkeeper's own fund | $5.9M | 9.6% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $4.3M | 7.0% |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $2.4M | 4.0% |
| T. Rowe Price Balanced Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $2.4M | 3.9% |
| T. Rowe Price International Discovery Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $2.0M | 3.2% |
| T. Rowe Price Equity Income Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $1.8M | 2.9% |
| T. Rowe Price International Stock Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $1.8M | 2.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.