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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 37 · EIN 52-1714114 | Loan Processing | $14,682 |
11 funds of $250K or more; 13 lines in all, holding $8.5M of the plan's $8.7M. From the 2024 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $6.5M | 76.5% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $996K | 11.7% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $345K | 4.1% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $141K | 1.7% |
| Columbia Small Cap Index Fund Ameriprise (Columbia Threadneedle) · Mutual fund Index | $112K | 1.3% |
| BlackRock Total Return Fund BlackRock · Mutual fund | $105K | 1.2% |
| Current T. Rowe Price U.S. Treasury Money T. Rowe Price · Mutual fund Recordkeeper's own fund | $104K | 1.2% |
| Invesco Global Fund Invesco · Mutual fund | $69K | 0.8% |
| Templeton Global Bond Fund Franklin Templeton · Mutual fund | $45K | 0.5% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $32K | 0.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.