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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,069 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS INC Service code 13 10 WATERSIDE DRIVE, STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $1,560 |
3 funds of $250K or more; 20 lines in all, holding $3.5M of the plan's $3.6M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Par or Maturity Date Cost Value Mutual funds: A Manager not matched · Mutual fund Possible retail class A | $913K | 26.0% |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 JPMorgan · Mutual fund | $734K | 20.9% |
| Empower Guaranteed Interest Account Empower · Insurance contract Recordkeeper's own fund | $603K | 17.2% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $559K | 15.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $238K | 6.8% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $161K | 4.6% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $90K | 2.6% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $45K | 1.3% |
| Emerging Markets Equity R6 Manager not matched · Mutual fund | $41K | 1.2% |
| PIMCO Foreign Bond (U.S. Dollar-Hedged) PIMCO (Allianz) · Mutual fund | $31K | 0.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.