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| Provider | Service type | Compensation |
|---|---|---|
MAIN STREET RESEARCH LLC5 years Filed as: MAIN STREET FINANCIAL SOLUTIONS LLC Service code 27 503 E WASHINGTON AVE STE 1C · NEWTON, PA 18940 | Advisory (Plan) | $11,365 |
ORENDA RETIREMENT, LLC7 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $3,719 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA Service code 99 5454 110TH ST · OVERLAND PARK, KS 66211 | Other Fees | $2,127 |
Filed as: SIDE BY SIDE FINANCIALS INC. Service code 13 | Contract Administrator | $1,738 |
Filed as: SIDE BY SIDE FINANCIALS INC Service code 13 · EIN 27-3232902 1670 MCKENDREE CHURCH RD BLDG 50 · NEW YORK, NY 10017 | Contract Administrator | $600 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $244 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER LIFE & ANNUITY INS CO Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
5 funds of $250K or more; 24 lines in all, holding $4.1M of the plan's $4.2M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $1.1M | 26.7% |
| Invesco S&P 500 Index Fund Class Y Invesco · Mutual fund Index | $827K | 20.0% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $409K | 9.9% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $330K | 8.0% |
| Columbia Contrarian Core Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $319K | 7.7% |
| Western Asset Core Bond Fund Class IS Franklin Templeton · Mutual fund | $187K | 4.5% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $161K | 3.9% |
| Capital World Growth & Income Fund Class R-6 Capital Group · Mutual fund | $141K | 3.4% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $134K | 3.2% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $109K | 2.6% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.