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| Provider | Service type | Compensation |
|---|---|---|
G3 TECHNOLOGIES, INC.1 year Service code 28 10280 OLD COLUMBIA RD STE 260 · COLUMBIA, MD 210462380 | Investment Management | $30,000 |
T ROWE PRICE RPS INC11+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,548 |
AMERICAN FUNDS11+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS11+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
FEDERATED HERMES11+ years Filed as: FEDERATED FUNDS Service code 28 · EIN 25-1111467 | Investment Management | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO6 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK FUNDS Service code 28 · EIN 04-3483032 | Investment Management | $0 |
JP MORGAN11+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LOOMIS SAYLES6 years Filed as: LOOMIS - SAYLES - NATIXIS Service code 28 | Investment Management | $0 |
29 funds hold $47.7M of the plan's $59.5M. From the 2024 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $18.2M | 38.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $9.1M | 19.1% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $4.8M | 10.1% |
| T. Rowe Price Mid-Cap Growth Inv T. Rowe Price · Mutual fund Recordkeeper's own fund | $2.1M | 4.4% |
| T. Rowe Price Capital Appreciation Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $1.8M | 3.8% |
| T. Rowe Price New Horizons Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $1.7M | 3.5% |
| Loomis Sayles Core Plus Bond Fund Class Y Natixis IM · Mutual fund | $1.5M | 3.0% |
| Allspring Large Cap Growth Fund Class A Allspring · Mutual fund Possible retail class A | $1.3M | 2.7% |
| PIMCO StocksPLUS Absolute Return Fund Institutional PIMCO (Allianz) · Mutual fund | $1.0M | 2.1% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund | $936K | 2.0% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.