Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $25,952 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,965 |
8 funds of $250K or more; 20 lines in all, holding $13.8M of the plan's $14.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $11.9M | 86.3% |
| Guaranteed Account MassMutual · Insurance contract | $771K | 5.6% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $169K | 1.2% |
| American Funds Grth Fnd America Capital Group · Mutual fund | $129K | 0.9% |
| AmerFunds EuroPacific Gr Fund Capital Group · Mutual fund | $111K | 0.8% |
| Vanguard Intrm-Trm Bond Index Fund Vanguard · Mutual fund Index | $106K | 0.8% |
| Vanguard Vngrd Emrg Mrkts Stck Indx Fd Vanguard · Mutual fund Index | $95K | 0.7% |
| American Funds New Prspctve Fd Capital Group · Mutual fund | $91K | 0.7% |
| John Hancock Disciplined Value Fund John Hancock (Manulife) · Mutual fund | $86K | 0.6% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $70K | 0.5% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.)
The auditor signed off without reservation. This is the cleanest opinion.