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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 50 · EIN 84-0467909 | Direct Payment | $43,130 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Service code 33 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Securities brokerage; Other fees | $20,956 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: AEGIS RETIREMENT PARTNERS Service code 13 · EIN 81-5017344 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Contract Administrator | $14,982 |
15 funds of $250K or more; 23 lines in all, holding $32.2M of the plan's $32.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $27.4M | 85.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 4.4% |
| Federated Hermes Government Obligations Fund Federated Hermes · Mutual fund | $883K | 2.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $575K | 1.8% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $401K | 1.2% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $251K | 0.8% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $187K | 0.6% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $173K | 0.5% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $168K | 0.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $124K | 0.4% |
Dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard U.S. Growth Fund Admiral Shares to Vanguard Growth Index Fund Admiral Shares | $344K to $575K |
| DroppedDFA Target Value Fund | $287K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.