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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $23,495 |
23 funds of $250K or more; 14 lines in all, holding $53.8M of the plan's $54.4M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $37.2M | 69.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.5M | 8.4% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $2.3M | 4.3% |
| TRP Stable Common Trust Fund T. Rowe Price · Collective trust Recordkeeper's own fund | $1.8M | 3.3% |
| MassMutual Small Cap Growth Equity Fund Class I MassMutual · Mutual fund | $1.4M | 2.6% |
| MFS International Equity Fund Class I MFS (Sun Life) · Mutual fund | $1.2M | 2.3% |
| Columbia Sm Cp Index Z Fund Ameriprise (Columbia Threadneedle) · Mutual fund Index | $1.2M | 2.1% |
| Vanguard Strategic Equity Fund Investor Shares Vanguard · Mutual fund | $978K | 1.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $928K | 1.7% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $744K | 1.4% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedTRP Stable Common Trust Fund | $1.8M |
| DroppedT. Rowe Price New Horizons Fund, Inc. | $1.7M |
| AddedMassMutual Small Cap Growth Equity Fund Class I | $1.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.