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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 8660 SHERIDAN DR · WILLIAMSVILLE, NY 14221 | Contract Administrator | $42,111 |
Service code 27 4340 REDWOOD HWY SUITE B60 · SANRAFAEL, CA 94903 | Advisory (Plan) | $38,652 |
Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,791 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $179 |
13 funds of $250K or more; 24 lines in all, holding $13.1M of the plan's $13.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 12 vintages | $9.0M | 68.4% |
| Fidelity Growth Discovery Fund Fidelity (FMR) · Mutual fund | $2.0M | 15.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $471K | 3.6% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $415K | 3.2% |
| Fidelity Blue Chip Growth Fund Class K Fidelity (FMR) · Mutual fund | $310K | 2.4% |
| Guranteed Income Fund Manager not matched · Insurance contract | $190K | 1.4% |
| Victory Core Plus Intermediate Bond Fund (Formerly Usaa Intermediate-Term Bond Fund) Victory Core Plus Intermediate Bond Fund Class R6 Victory Capital · Mutual fund | $91K | 0.7% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $90K | 0.7% |
| Capital Income Builder Class R-6 Capital Group · Mutual fund | $82K | 0.6% |
| American Funds US Government Sec R6 Capital Group · Mutual fund | $71K | 0.5% |
Added 11 funds, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Growth Discovery Fund | $2.0M |
| AddedT. Rowe Price Retirement Blend 2040 Trust | $1.7M |
| DroppedTiaa-Cref Lifecycle Index Aggressive Growth Fund Institutional Class | $1.6M |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.