Filings through .
Filed June 8, 2009 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $27,791 |
18 funds of $250K or more; 17 lines in all, holding $18.5M of the plan's $18.5M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: Vanguard Target Retirement, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $3.3M | 18.0% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $3.0M | 16.3% |
| Galliard Stable Value Fund Allspring · Insurance contract | $2.9M | 16.0% |
| MFS Large Cap Value CIT MFS (Sun Life) · Collective trust | $1.8M | 9.7% |
| Great Gray Europac Growth Collective Trust Fund Great Gray · Collective trust | $1.4M | 7.5% |
| Northern Trust Collective S&P 500 Index Fund Northern Trust · Collective trust Index | $1.3M | 7.0% |
| Janus Henderson Balanced Fund Janus Henderson · Mutual fund | $931K | 5.0% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Collective trust | $908K | 4.9% |
| Fidelity Core Plus Commingled Pool Fidelity (FMR) · Collective trust | $869K | 4.7% |
| SmallCap Growth Fund I Principal · Mutual fund | $774K | 4.2% |
No lineup changes between the 2024 and 2025 filings.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.