Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE TRUST COMPANY Service code 13 · EIN 52-1309931 | Contract Administrator | $31,406 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $21,268 |
DWC ERISA CONSULTANTS LLC4 years Service code 13 · EIN 26-2091417 | Contract Administrator | $6,415 |
14 funds of $250K or more; 17 lines in all, holding $22.8M of the plan's $22.8M. From the 2025 filing. Recordkeeper: T. Rowe Price.
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, 12 vintagesRecordkeeper's own fund | $19.0M | 83.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 5.7% |
| Inc. Fidelity International Index Fidelity (FMR) · Mutual fund Index | $568K | 2.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $383K | 1.7% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $336K | 1.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $281K | 1.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $213K | 0.9% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $145K | 0.6% |
| Columbia Overseas Value Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $141K | 0.6% |
| Small CAP Value Fund R6 Class American Century · Mutual fund | $117K | 0.5% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedT. Rowe Price Blue Chip Growth Fund, Inc. | $336K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.