Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PA RETIREMENT SOLUTIONS Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $91,175 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OH 80111 | Recordkeeping Fees | $89,652 |
MARSH & MCLENNAN AGENCY LLC3 years Filed as: MMA SECURITIES LLC Service code 27 P.O. BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $36,520 |
14 funds of $250K or more; 12 lines in all, holding $16.2M of the plan's $16.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $13.0M | 80.3% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $736K | 4.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $685K | 4.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $441K | 2.7% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $371K | 2.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $199K | 1.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $163K | 1.0% |
| Fixed Income Investment Contract EI Fixed Account - Series Class I Manager not matched · Insurance contract | $163K | 1.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $163K | 1.0% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $150K | 0.9% |
No lineup changes between the 2024 and 2025 filings.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.