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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $353,129 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $101,234 |
21 funds of $250K or more; 11 lines in all, holding $129M of the plan's $142M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $78.9M | 61.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $17.2M | 13.3% |
| Sagic Diversified Bond I Manager not matched · Insurance contract | $10.1M | 7.8% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $8.0M | 6.2% |
| MFS International Diversification Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $4.4M | 3.4% |
| Blackrock Equity Dividend A BlackRock · Mutual fund Possible retail class A | $4.0M | 3.1% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $2.0M | 1.6% |
| Victory Sycamore Established Value Fund Class R Victory Capital · Mutual fund | $1.6M | 1.2% |
| PIMCO Real Return Fund A PIMCO (Allianz) · Mutual fund Possible retail class A | $1.3M | 1.0% |
| Undiscovered Mgrs Behavioral Value R6 Manager not matched · Mutual fund | $1.3M | 1.0% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.