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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BERNSTEIN1 year Filed as: ALLIANCE BERNSTEIN L.P. Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $71,408 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,240 |
PASI, LLC1 year Service code 13 10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $2,660 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 99 P O BOX 306462 · NASHVILLE, TN 372306462 | Other Fees | $1,140 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 13 401 BROADHOLLOW RD STE 403 · MELVILLE, NY 11747 | Contract Administrator | $300 |
7 funds of $250K or more; 15 lines in all, holding $12.8M of the plan's $41.3M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.2M | 48.2% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $3.0M | 23.7% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 9.1% |
| AB US Large Cap Growth CIT W Series P1 AllianceBernstein · Collective trust | $718K | 5.6% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $447K | 3.5% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $306K | 2.4% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund Index | $251K | 2.0% |
| AB Glbl Cor EQ CIT W Series Fee CL P1 AllianceBernstein · Collective trust | $166K | 1.3% |
| Alliance Bernstein Pgim Total Return Fund CIT Fee Class R AllianceBernstein · Collective trust | $140K | 1.1% |
| Great-West Life & Annuity Empower International Value Instl Empower · Insurance contract Recordkeeper's own fund | $131K | 1.0% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedJPMorgan Equity Income Fund Class R6 | $306K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
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.