Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR2 years Service code 26 · EIN 36-2214610 100 INTERNATIONAL DR, STE 1900 · BALTIMORE, MD 21202 | Advisory (Participants) | $39,127 |
NWPS2 years Service code 15 · EIN 91-2090931 300 EAST JOPPA RD, STE 601 · TOWSON, MD 21286 | Recordkeeping | $20,786 |
12 funds of $250K or more; 15 lines in all, holding $14.8M of the plan's $15.0M. From the 2025 filing. Recordkeeper: Northwest Plan Services.
Target-date series: T. Rowe Price Retirement, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $7.6M | 50.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 11.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.1M | 7.7% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $850K | 5.7% |
| American Funds Fundamental Invs R6 Capital Group · Mutual fund | $799K | 5.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $567K | 3.8% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $544K | 3.7% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $401K | 2.7% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $291K | 2.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $203K | 1.4% |
Dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighT. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class to JPMorgan Large Cap Growth Fund Class R6 | $991K to $1.1M |
| DroppedT. Rowe Price New Horizons Fund, Inc. T. Rowe Price New Horizons Fund-I Class | $397K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.