Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 78730 | Advisory (Plan) | $17,012 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,896 |
NEXT FINANCIAL GROUP INC8 years Service code 55 11740 KATY FREEWAY STE 600 · HOUSTON, TX 77079 | Other Commissions | $13,416 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 13 | Contract Administrator | $10,000 |
LITMANGERSON ASSOCIATES, LLP2 years Filed as: LITMAN GERSON ASSOCIATES LLP DBA LG Service code 10 500 W CUMMING PARK STE 5650 · WOBURN, MA 01801 | Accounting | $8,000 |
LPL FINANCIAL11+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $4,472 |
THE ANGELL PENSION GROUP, INC.11+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $2,996 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
22 funds of $250K or more; 21 lines in all, holding $42.6M of the plan's $42.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Putnam Retirement Advantage, collective trust, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.1M | 19.1% |
| Putnam Retirement Advantage Franklin Templeton · Collective trust Target-date, 7 vintages | $7.5M | 17.7% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund | $4.4M | 10.4% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $3.4M | 8.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $2.7M | 6.4% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $2.7M | 6.3% |
| Putnam Retirement Advantage Maturity Fund XA Franklin Templeton · Collective trust | $2.3M | 5.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 4.8% |
| Large Cap Growth I Fund (Putnam) Franklin Templeton · Insurance contract | $1.8M | 4.1% |
| AB Bond Inflation Strategy Class Z AllianceBernstein · Mutual fund | $1.5M | 3.5% |
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.