Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: M2B RETIREMENT CONSULTING LLC Service code 13 101 BRADFORD RD SUITE 200 · WEXFORD, PA 15090 | Contract Administrator | $50 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25 |
12 funds of $250K or more; 24 lines in all, holding $29.5M of the plan's $29.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 12 vintages | $24.6M | 83.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 6.7% |
| Hartford Schroders International Stock Fund Hartford Funds · Mutual fund | $742K | 2.5% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $568K | 1.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $438K | 1.5% |
| Federated Hermes Total Return Bond Fund Class R6 Shares Federated Hermes · Mutual fund | $226K | 0.8% |
| AB Large Cap Growth Z AllianceBernstein · Other | $206K | 0.7% |
| T. Rowe Price Government Money Fund, Inc. T. Rowe Price · Mutual fund | $200K | 0.7% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $124K | 0.4% |
| Allspring Special Mid Cap Value Fund Class R6 Allspring · Mutual fund | $102K | 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.
The auditor signed off without reservation. This is the cleanest opinion.