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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $16,530 |
27 funds of $250K or more; 25 lines in all, holding $45.5M of the plan's $46.4M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: Vanguard Target Retirement, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $11.6M | 25.4% |
| Vanguard Total World Stock Market Index Fund Vanguard · Mutual fund Index | $6.4M | 14.1% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $4.1M | 9.0% |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $3.9M | 8.5% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $3.7M | 8.1% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $2.6M | 5.7% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund | $1.7M | 3.7% |
| Harbor Capital Advisors Inc. Harbor Capital · Mutual fund | $1.6M | 3.6% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $1.5M | 3.3% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $1.5M | 3.3% |
Added 3 funds, dropped 3 funds, likely replaced 1 fund. Changed share class on 5 funds.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Total Stock Market Index Fund Admiral Shares | $8.0M |
| AddedVanguard Total World Stock Market Index Fund | $6.4M |
| Share class changeVanguard 500 Index Fund Admiral Shares to Vanguard 500 Index Fund Investor Shares | $4.9M to $4.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 renames.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.