Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
CAPSOUTH PARTNERS9 years Service code 27 2216 WEST MAIN STREET · DOTHAN, AL 36301 | Advisory (Plan) | $44,107 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INS COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,755 |
EGPS2 years Filed as: EGPS, LLC Service code 13 · EIN 45-2777929 7734 EXCELSIOR RD #102 · BAXTER, MN 56425 | Contract Administrator | $4,544 |
25 funds of $250K or more; 20 lines in all, holding $48.6M of the plan's $49.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $18.4M | 37.9% |
| AB Large Cap Growth I Fund AllianceBernstein · Mutual fund | $5.7M | 11.7% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $5.1M | 10.6% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $3.6M | 7.4% |
| PIMCO RAE Plus Small Fund Institutional Class PIMCO (Allianz) · Mutual fund | $2.1M | 4.3% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $2.0M | 4.0% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $1.7M | 3.4% |
| Goldman Sachs FS Government R6 Goldman Sachs · Mutual fund | $1.4M | 2.9% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $1.4M | 2.9% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.4M | 2.9% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedGoldman Sachs FS Government R6 | $1.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.