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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DUNBAR BENDER & ZAPF, INC. Service code 13 400 HOLIDAY DR, SUITE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $30,853 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,088 |
Service code 55 | Other Commissions | $12,482 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $0 |
7 funds of $250K or more; 21 lines in all, holding $6.1M of the plan's $6.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: PGIM Target Date, mutual fund, 96% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Pgim Target Date Prudential (PGIM) · Mutual fund Target-date, 11 vintages | $5.9M | 96.4% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $66K | 1.1% |
| Empower Fixed Account - Series Class I Empower · Insurance contract Recordkeeper's own fund | $54K | 0.9% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $26K | 0.4% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $21K | 0.3% |
| Allspring Core Bond Fund Class R6 Allspring · Mutual fund | $10K | 0.2% |
| Fidelity Capital Appreciation Fund Class K Fidelity (FMR) · Mutual fund | $7K | 0.1% |
| AB Discovery Value Z AllianceBernstein · Other | $7K | 0.1% |
| THE Hartford Small CAP Growth Fund Class R6 Hartford Funds · Mutual fund | $5K | <0.1% |
| Invesco Real Estate Fund Class R6 Invesco · Mutual fund | $4K | <0.1% |
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.