Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,848 |
VALMARK ADVISERS INC7 years Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $21,008 |
NBT BANCORP NA1 year Filed as: NBT BANK NA DBA TPA EXPERTS Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | $1,625 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $300 |
9 funds of $250K or more; 14 lines in all, holding $9.2M of the plan's $9.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $7.0M | 75.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 14.6% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $266K | 2.9% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $150K | 1.6% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $145K | 1.6% |
| flexPATH Stable Value Fund CL R1 Stable value fund Manager not matched · Insurance contract | $104K | 1.1% |
| Great Gray EuroPacific Growth Trust Cl R1 Collective trust Capital Group · Collective trust | $93K | 1.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $55K | 0.6% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $16K | 0.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $16K | 0.2% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.