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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 47-2534181 | Recordkeeping Fees | $71,246 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $49,584 |
Filed as: THE MANDMARBLESTONE GROUP, LLC Service code 13 · EIN 20-4780677 | Contract Administrator | $14,874 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $2,942 |
21 funds of $250K or more; 29 lines in all, holding $23.6M of the plan's $23.8M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Guaranteed interest contract: MassMutual MassMutual · Insurance contract | $3.4M | 14.3% |
| MM S&P 500 Index Fund MassMutual · Money market Index | $2.9M | 12.5% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.7M | 11.4% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $1.7M | 7.0% |
| MM Slct T.Rowe Pr Rtmt 2030 Fd T. Rowe Price · Money market | $1.5M | 6.4% |
| American Century US Prm Lrg Cap Growth Trust American Century · Collective trust | $1.5M | 6.2% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 5.8% |
| MM Slct T.Rowe Pr Rtmt 2050 Fd T. Rowe Price · Money market | $1.2M | 5.2% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund | $1.2M | 5.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $819K | 3.5% |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.