Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES6 years Filed as: EDWARD D JONES & CO Service code 23 · EIN 43-0345811 | Insurance services | $8,337 |
Service code 99 11816 SUNRAY AVE · BATON ROUGE, LA 70816 | Other Fees | $6,000 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $3,799 |
TRG ADVISORS, INC.2 years Filed as: TRG ADMINISTRATIVE SERVICES Service code 13 500 CORPORATION PKWY STE 108 · AMHERST, NY 14226 | Contract Administrator | $3,570 |
2 funds of $250K or more; 20 lines in all, holding $2.2M of the plan's $2.2M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Indexselect Moderate 2035 Fund CL I Manager not matched · Mutual fund Possible retail class A | $935K | 43.4% |
| IndexSelect Moderate 2045 Fund CL I Manager not matched · Mutual fund Possible retail class A | $561K | 26.1% |
| Indexselect Moderate 2055 Fund CL I Manager not matched · Mutual fund Possible retail class A | $176K | 8.2% |
| Indexselect Moderate Retire Fund CL I Manager not matched · Mutual fund Possible retail class A | $147K | 6.8% |
| Indexselect Growth 2055 Fund CL I Manager not matched · Mutual fund Possible retail class A | $106K | 4.9% |
| Indexselect Moderate 2065 Fund CL I Manager not matched · Mutual fund Possible retail class A | $63K | 2.9% |
| Small CAP Growth Fund R6 Class American Century · Mutual fund Possible retail class A | $34K | 1.6% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $27K | 1.2% |
| Ishares Russell 2000 Small-CAP IDX K BlackRock · ETF Index | $26K | 1.2% |
| IndexSelect Growth 2035 Fund CL I Manager not matched · Mutual fund Possible retail class A | $23K | 1.0% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.