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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER RETIREMENT Service code 13 8515 E. ORCHARD RD. 4T2 · GREEN VILLAGE, CO 80111 | Contract Administrator | $107,529 |
CONRAD SIEGEL1 year Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $46,500 |
BLACKROCK2 years Filed as: BLACKROCK ADVISORS, LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
Filed as: DELAWARE MANAGEMENT COMPANY Service code 25 125 WEST 55TH STREET · NEW YORK, NY 10019 | Directed Trustee | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
JP MORGAN2 years Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 021997632 | Investment Management | $0 |
MASSMUTUAL LIFE INSURANCE CO.10+ years Filed as: MML INVESTMENT ADVISERS, LLC Service code 28 100 BRIGHT MEADOW BLVD. · ENFIELD, CT 06082 | Investment Management | $0 |
PGIM INVESTMENTS6 years Filed as: PGIM INVESTMENTS LLC Service code 28 ONE SEAPORT PLAZA · NEW YORK, NY 10292 | Investment Management | $0 |
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 28 · EIN 42-1520346 | Investment Management | $0 |
9 funds of $250K or more; 10 lines in all, holding $13.3M of the plan's $13.5M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $3.1M | 23.5% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $3.0M | 22.3% |
| Cost Value Pooled Separate Manager not matched · Separate account | $1.4M | 10.7% |
| MassMutual Nomura Large Cap Growth Fund MassMutual · Mutual fund | $1.4M | 10.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 10.6% |
| MassMutual Small Cap Opportunities Fund Class I MassMutual · Mutual fund | $898K | 6.7% |
| BlackRock Mid-Cap Value Fund Investor A BlackRock · Mutual fund | $741K | 5.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $667K | 5.0% |
| Real Estate Securities Fund Principal · Mutual fund | $429K | 3.2% |
| MassMutual Mid Cap Growth Fund Class I MassMutual · Mutual fund | $222K | 1.7% |
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedMassMutual Nomura Large Cap Growth Fund | $1.4M |
| DroppedFidelity 500 Index Fund | $1.3M |
| DroppedMFS International Diversification Fund R6 | $1.1M |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Mark A. Bonsall, FSA, Ea, Maaa Conrad Siegel Schedule SB | Schedule SB | Pro |
Employer contribution per participant 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.