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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $61,554 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 13 · EIN 52-1309931 | Contract Administrator | $24,919 |
Filed as: WILBANKS, SMITH & THOMAS ASSET MANA Service code 27 · EIN 54-2005153 | Advisory (Plan) | $12,358 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,319 |
12 funds of $250K or more; 15 lines in all, holding $16.8M of the plan's $16.8M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $13.9M | 82.6% |
| Galliard Stable Return PN Allspring · Other | $1.2M | 7.3% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $735K | 4.4% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $246K | 1.5% |
| SmallCap Growth Fund I R-6 Principal · Mutual fund Recordkeeper's own fund | $235K | 1.4% |
| Allspring Special Small Cap Value Fund Class R6 Allspring · Mutual fund | $235K | 1.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $135K | 0.8% |
| BlackRock Total Return Fund BlackRock · Mutual fund | $53K | 0.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $21K | 0.1% |
| Fidelity Government Money Fidelity Investments Fidelity (FMR) · Mutual fund | $12K | <0.1% |
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.