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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $3,590 |
AMERICAN FUNDS3 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MFS FUNDS2 years Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
14 funds hold $17.5M of the plan's $17.9M. From the 2024 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $12.5M | 71.2% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price · Mutual fund Recordkeeper's own fund | $1.7M | 9.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 8.5% |
| MFS Value Fund R4 MFS (Sun Life) · Mutual fund | $405K | 2.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $350K | 2.0% |
| T. Rowe Price Health Sciences Inv T. Rowe Price · Mutual fund Recordkeeper's own fund | $321K | 1.8% |
| T. Rowe Price Stable Value Fund Class E Collective Investment Trust T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $209K | 1.2% |
| American Beacon Small Cap Value Fund Y Class American Beacon (Resolute) · Mutual fund | $157K | 0.9% |
| T. Rowe Price Government Money Fund, Inc. T. Rowe Price · Money market Recordkeeper's own fund | $136K | 0.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $111K | 0.6% |
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.