Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $37,476 |
COHEN & STEERS2+ years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
EATON VANCE2+ years Service code 28 · EIN 04-2718215 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
JP MORGAN2+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: MET WEST FUNDS Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
9 funds of $250K or more; 15 lines in all, holding $11.9M of the plan's $12.2M. From the 2025 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $10.1M | 85.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $915K | 7.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $217K | 1.8% |
| T. Rowe Price Stable Value Common Trust N Fund T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $179K | 1.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $99K | 0.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $76K | 0.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $61K | 0.5% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $60K | 0.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $59K | 0.5% |
| T. Rowe Price Government Money Fund, Inc. T. Rowe Price Government Money Fund- I Class T. Rowe Price · Mutual fund Recordkeeper's own fund | $37K | 0.3% |
No lineup changes between the 2024 and 2025 filings.
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 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.