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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA11+ years Service code 10 · EIN 31-1360674 | Accounting | $50,400 |
PCA INVESTMENT ADVISORY SERVICES11+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $43,756 |
RUDLER, PSC10+ years Filed as: RUDLER PSC Service code 10 · EIN 31-1048275 | Accounting | $9,250 |
19 funds of $250K or more; 17 lines in all, holding $19.9M of the plan's $20.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 5 vintages | $2.8M | 14.1% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund | $2.3M | 11.3% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $1.9M | 9.8% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $1.7M | 8.4% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.6M | 8.0% |
| Galliard Stable Value C Allspring · Stable value Stable value | $1.6M | 7.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 7.4% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 7.1% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $1.3M | 6.6% |
| Par, or Maturity Value Cost Value Mutual Funds Allspring Allspring · Mutual fund | $941K | 4.7% |
Added 3 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard Explorer Fund Admiral Shares | $531K |
| AddedJPMorgan Government Bond Fund Class R6 | $470K |
| AddedJPMorgan U.S. Equity Fund Class R6 | $393K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.