Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BERNSTEIN2 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $70,574 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,112 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $30,004 |
18 funds of $250K or more; 19 lines in all, holding $37.8M of the plan's $37.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $28.5M | 75.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.2M | 11.2% |
| AB US Large Cap Growth CIT W Series P1 AllianceBernstein · Collective trust | $1.0M | 2.7% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $716K | 1.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $465K | 1.2% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $445K | 1.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $405K | 1.1% |
| AB US Small & Mid Cap Growth W Series Class P1 AllianceBernstein · Other | $391K | 1.0% |
| Pgim Total Return Bond Fund CIT Class LP Prudential (PGIM) · Collective trust | $305K | 0.8% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $250K | 0.7% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.