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| Provider | Service type | Compensation |
|---|---|---|
THE RETIREMENT ADVANTAGE INC5 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $79,410 |
LPL FINANCIAL8 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $79,402 |
STANCE CAPITAL6 years Filed as: STANCE CAPITAL LLC Service code 27 131 DARTMOUTH ST STE 301 · BOSTON, MA 021165385 | Advisory (Plan) | $79,402 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,009 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,468 |
15 funds of $250K or more; 11 lines in all, holding $18.6M of the plan's $19.1M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 9 vintages | $14.4M | 77.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 7.5% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $762K | 4.1% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $551K | 3.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $353K | 1.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $337K | 1.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $315K | 1.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $211K | 1.1% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $122K | 0.7% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $99K | 0.5% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.