Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $43,963 |
Filed as: CBIZ RPS Service code 11 · EIN 31-1582098 | Actuarial | $33,025 |
CARLEY GUILBERT8 years Service code 14 86 LOWER WESTFIELD ROAD · HOLYOKE, MA 01040 | Plan Administrator | $19,616 |
Filed as: LAPIER, DILLON & ASSOCIATES PC Service code 10 · EIN 32-0048525 | Accounting | $16,981 |
KRAKOW & SOURIS3 years Filed as: KRAKOW SOURIS AND LANDRY Service code 52 · EIN 13-3689004 | Indirect Investment Fees | $15,600 |
BARBARA GILL4 years Filed as: BARBARA WILLET Service code 99 86 LOWER WESTFIELD ROAD · HOLYOKE, MA 01040 | Other Fees | $7,886 |
Filed as: EMPOWER ANNUITY INS. CO. Service code 51 · EIN 06-1050034 | Investment Mgmt Fees | $5,899 |
Service code 65 · EIN 04-2675571 | Account Maintenance | $1,875 |
14 funds hold $115M of the plan's $117M. From the 2024 filing. Recordkeeper: Commonwealth Financial Network.
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower Guaranteed Deposit Account Empower · Insurance contract | $35.2M | 30.4% |
| Empower Dryden S&P 500 Index Fund Empower · Insurance contract Index | $13.1M | 11.4% |
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $10.9M | 9.4% |
| Large Cap Value/Barrow Hanley Perpetual (Barrow Hanley) · Insurance contract | $10.3M | 8.9% |
| Prudential Retirement Insurance Company Prudential (PGIM) · Insurance contract | $7.9M | 6.8% |
| Empower Small Cap Growth/Times Square Empower · Insurance contract | $6.5M | 5.6% |
| Empower Private Placement Fund SA-30 Empower · Insurance contract | $6.3M | 5.4% |
| Empower Mid Cap Value/Robeco Fund Empower · Insurance contract | $4.9M | 4.2% |
| Empower Mid Cap Growth l (IVY) Empower · Insurance contract | $4.6M | 4.0% |
| Core Plus Bond / Pgim Fund Prudential (PGIM) · Insurance contract | $4.4M | 3.8% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Hal S Tepfer Cbiz Schedule MB | Schedule MB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.