Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO1+ years Service code 27 8 THIRD ST. NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $3,230 |
AMERICANFIDUCIARY SERVICES1+ years Service code 14 1251 WATERFRONT PL 525 · PITTSBURGH, PA 15222 | Plan Administrator | $1,269 |
NATIONAL BENEFIT SERVICES, LLC1+ years Service code 13 P.O. BOX 219612 · KANSAS CITY, MO 64121 | Contract Administrator | $200 |
25 funds of $250K or more; 33 lines in all, holding $52.7M of the plan's $53.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 6 vintages | $24.5M | 46.6% |
| borrower, lessor, or interest, collateral, par, or Manager not matched · Other | $8.7M | 16.6% |
| Trust 2060 Class 2 Empower Annuity Empower S&P 500 Index Empower · Insurance contract Index | $2.7M | 5.2% |
| Insurance Company of Separate Acct (IS) America T. Rowe Price Retirement Blend Select T. Rowe Price · Insurance contract | $2.4M | 4.5% |
| Trust 2065 Class 2 Fidelity Investments Large Cap Growth Index Fidelity (FMR) · Collective trust Index | $1.5M | 2.8% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $1.4M | 2.6% |
| T. Rowe Price U.S. Equity Research Fund-I Class T. Rowe Price · Mutual fund Possible retail class A | $1.4M | 2.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $1.2M | 2.2% |
| MFS International MFS (Sun Life) · Mutual fund Possible retail class A | $1.1M | 2.2% |
| Diversification R6 T. Rowe Price Retirement Blend Select T. Rowe Price · Mutual fund Possible retail class A | $1.1M | 2.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.