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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL TOPCO LLC DBA RESOURCES Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $53,404 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 PO BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $2,765 |
PASI, LLC1 year Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $2,680 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,563 |
21 funds of $250K or more; 36 lines in all, holding $24.3M of the plan's $24.8M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.5M | 22.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 8.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 8.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 5.9% |
| Fully benefit-responsive investment contracts: Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $1.3M | 5.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.2M | 5.0% |
| Indexselected Income & Growth 2055 Fund CL I Collective trust funds Manager not matched · Collective trust | $1.2M | 4.9% |
| Indexselected Income & Growth 2045 Fund CL I Collective trust funds Manager not matched · Collective trust | $1.1M | 4.5% |
| Indexselected Income & Growth 2035 Fund CL I Collective trust funds Manager not matched · Collective trust | $911K | 3.8% |
| Indexselect Income 2055 I Manager not matched · Collective trust | $710K | 2.9% |
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.)
The auditor signed off without reservation. This is the cleanest opinion.