Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $7,564 |
T ROWE PRICE RPS INC8 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $5,176 |
18 funds of $250K or more; 14 lines in all, holding $24.2M of the plan's $25.2M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $9.2M | 37.8% |
| Trp Stable Value Fund - N T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $3.0M | 12.4% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $2.9M | 12.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 10.9% |
| Large Cap Value R1 Manager not matched · Other | $1.4M | 5.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 5.6% |
| BlackRock Strategic Income Opportunities Portfolio Institutional Shares BlackRock · Mutual fund | $954K | 3.9% |
| Vanguard Dvlpd Mrkts Ind Adm Vanguard · Mutual fund | $788K | 3.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $657K | 2.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $460K | 1.9% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedGreat Gray flexPATH Large Cap Value Fund R1 | $889K |
| AddedVanguard Dvlpd Mrkts Ind Adm | $788K |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.