Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPITAL PLANNING ADVISORS, LLC Service code 26 · EIN 46-2502263 1420 ROCKY RIDGE DR STE 140 · ROSEVILLE, CA 956612834 | Advisory (Participants) | $62,969 |
Filed as: BIDWELL CONSULTING SERVICES, INC Service code 15 · EIN 20-3039384 PO BOX 8150 · CHICO, CA 959278150 | Recordkeeping | $5,200 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 15 · EIN 04-3157927 4515 PAINTERS MILL RD · OWINGS MILLS, MD 21117 | Recordkeeping | $2,900 |
13 funds of $250K or more; 7 lines in all, holding $14.7M of the plan's $15.7M. From the 2025 filing. Recordkeeper: Bidwell Consulting Services.
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 11 vintages | $12.8M | 87.1% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $808K | 5.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $349K | 2.4% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable value | $341K | 2.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $228K | 1.6% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $144K | 1.0% |
| T Rowe Price Government Money Market T. Rowe Price · Money market | $22K | 0.2% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedMFS Aggressive Growth Allocation Fund | $274K |
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 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.)
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.