Filings through .
No flags tripped on the 2025 filing.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$116K in admin expenses, $58 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
30 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $248M of the plan's $250M. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, collective trust, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 14 vintagesRecordkeeper's own fund | $145M | 58.5% |
| State Street S&P 500 Index Fund Class N State Street (SSgA) · Mutual fund Index | $18.2M | 7.3% |
| Trp Stable Value Fund T. Rowe Price · Insurance contract Recordkeeper's own fund | $17.9M | 7.2% |
| T. Rowe Price Large-Cap Growth Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $17.6M | 7.1% |
| Fidelity Contra Fund Fidelity (FMR) · Mutual fund | $13.6M | 5.5% |
| Smid-Cap Core Class 1 Manager not matched · Other | $8.8M | 3.5% |
| Vanguard Wellington Fund Vanguard · Mutual fund | $5.9M | 2.4% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $5.1M | 2.1% |
| Blk Total Return Bond Fund BlackRock · Collective trust | $2.4M | 1.0% |
| Harding Loevner International Equity Portfolio Affiliated Managers Group · Mutual fund | $2.3M | 0.9% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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. They do not show money moved.
9 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
T ROWE PRICE RPS INC9 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 Recordkeeping | $115,530 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025