Filings through .
Filed April 10, 2022
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| Provider | Service type | Compensation |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $32,550 |
Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,745 |
VITAQUEST INTERNATIONAL LLC9 years Service code 99 8 HENDERSON DR · WEST CALDWELL, NJ 07006 | Other Fees | $7,800 |
PRIME PENSIONS, INC.1 year Filed as: PRIME PENSIONS INC Service code 13 · EIN 46-1224594 25B VREELAND RD STE 209 · FLORHAM PARK, NJ 079321910 | Contract Administrator | $5,167 |
CETERA FINANCIAL GROUP1 year Filed as: CETERA WEALTH SERVICES LLC Service code 55 2301 ROSECRANS AVE. · EL SEGUNDO, CA 902455670 | Other Commissions | $4,947 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
20 funds of $250K or more; 19 lines in all, holding $68.9M of the plan's $70.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Mass Fixed Interest Fund, at contract value MassMutual · Insurance contract | $20.7M | 30.1% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 5 vintages | $15.8M | 22.9% |
| Mass MM S& P 500 Index R4 MassMutual · Money market Index | $7.4M | 10.7% |
| American Funds Growth Fund of Amer R3 Capital Group · Mutual fund Possible retail class R3 | $5.2M | 7.6% |
| American Funds Fundamental Invs R4 Capital Group · Mutual fund | $2.6M | 3.7% |
| MassMutual Mid Cap Growth Fund Class A MassMutual · Mutual fund Possible retail class A | $2.4M | 3.5% |
| PIMCO Total Return Fund A PIMCO (Allianz) · Mutual fund Possible retail class A | $2.2M | 3.1% |
| MassMutual Fundamental Value Fund Class A MassMutual · Mutual fund Possible retail class A | $2.0M | 2.9% |
| Eupac Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $1.7M | 2.5% |
| MFS Total Return Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $1.7M | 2.4% |
Added 4 funds, dropped 6 funds.
| Fund | Year-end value |
|---|---|
| AddedT. Rowe Price Retirement 2050 Fund | $15.8M |
| DroppedMassmutual Select Trp Retirement 2040M4 | $5.0M |
| DroppedMassmutual Select Trp Retirement 2050M4 | $4.1M |
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 71,410 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.