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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BERNSTEIN1 year Filed as: ALLIANCE BERNSTEIN L.P. Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $50,574 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,794 |
CARON & BLETZER, PLLC2 years Service code 99 1 LIBRARY LANE · KINGSTON, NH 03848 | Other Fees | $12,000 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 PO BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $1,615 |
PASI, LLC6 years Service code 13 10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $1,045 |
17 funds of $250K or more; 16 lines in all, holding $24.6M of the plan's $25.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $8.7M | 35.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.5M | 26.4% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $3.1M | 12.5% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 6.8% |
| AB US Large Cap Growth CIT W Series P1 AllianceBernstein · Collective trust | $1.1M | 4.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 4.6% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $937K | 3.8% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $473K | 1.9% |
| BlackRock High Yield Portfolio Class K Shares BlackRock · Mutual fund | $274K | 1.1% |
| AB US Small & Mid Cap GR W Series CL P1 AllianceBernstein · Other | $201K | 0.8% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.