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| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST7 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $50,687 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,428 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,285 |
28 funds of $250K or more; 19 lines in all, holding $43.8M of the plan's $36.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 12 vintages | $25.4M | 58.0% |
| Empower S&P 500 Index Separate Account Empower · Separate account IndexRecordkeeper's own fund | $4.7M | 10.6% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $2.0M | 4.5% |
| Large Cap Growth / Jennison Fund Prudential (PGIM) · Separate account | $1.6M | 3.7% |
| EI Fixed Account - Series Class III Manager not matched · Insurance contract | $1.4M | 3.3% |
| NT Collective Agg Bond NL Tier CT Northern Trust · Collective trust | $1.3M | 2.9% |
| NT Collective ACWI EX IMI DC NL CT Northern Trust · Collective trust | $1.1M | 2.6% |
| MFS International Equity CIT Class CT MFS (Sun Life) · Collective trust | $884K | 2.0% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $743K | 1.7% |
| Core Plus Bond / Pgim Fund Prudential (PGIM) · Separate account | $741K | 1.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.