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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC9 years Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $292,682 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $165,258 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ADVISORY GRIUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $97,171 |
STALKER & ASSOCIATES, INC.7 years Service code 13 · EIN 23-2756743 301 S. STATE STE 103 · NEWTOWN, PA 18940 | Contract Administrator | $28,919 |
Filed as: NEWFRONT RETIREMENT SERVICES, INC. Service code 27 · EIN 27-0673528 450 SANSOME ST · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $14,551 |
32 funds of $250K or more; 24 lines in all, holding $119M of the plan's $121M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: JPMorgan SmartRetirement, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 9 vintages | $56.4M | 47.4% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $21.4M | 17.9% |
| Ultra Fund R6 Class American Century · Mutual fund | $7.6M | 6.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $4.8M | 4.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.6M | 3.0% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $2.6M | 2.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 2.1% |
| Great-West Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $2.3M | 1.9% |
| Columbia Contrarian Core Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $1.9M | 1.6% |
| Virtus KAR MID-CAP Core I Virtus · Other | $1.8M | 1.5% |
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.
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.