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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $119,474 |
FIDUCIARY PLAN PARTNERS, LLC2 years Filed as: FIDUCIARY PLAN PARTNERS LLC Service code 15 · EIN 81-2872393 | Recordkeeping | $15,000 |
22 funds of $250K or more; 21 lines in all, holding $93.0M of the plan's $94.6M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $62.3M | 67.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $13.9M | 15.0% |
| Guaranteed Income Fund Manager not matched · Insurance contract | $5.4M | 5.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 2.0% |
| Artisan International Value Advisor Artisan Partners · Mutual fund | $1.6M | 1.7% |
| Vanguard Strategic Small-Cap Equity Fund Investor Shares Vanguard · Mutual fund | $1.4M | 1.5% |
| MFS Growth Allocation Fund I MFS (Sun Life) · Mutual fund | $1.1M | 1.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.1M | 1.1% |
| Blackrock Lifepath Index Retirement Fund Class K Shares BlackRock · Mutual fund Index | $874K | 0.9% |
| Invesco Comstock Fund Class R6 Invesco · Mutual fund | $628K | 0.7% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.