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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MMA SECURITIES LLC Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $15,618 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,951 |
24 funds of $250K or more; 22 lines in all, holding $42.5M of the plan's $43.9M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $18.6M | 43.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $9.9M | 23.3% |
| MFS Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $2.3M | 5.3% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 4.0% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $1.7M | 3.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 3.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 2.7% |
| Fidelity International Growth Fund Fidelity (FMR) · Mutual fund | $917K | 2.2% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $806K | 1.9% |
| DFA Global Real Estate Securities Portfolio Shares Dimensional · Mutual fund | $556K | 1.3% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.