Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PENSION PLAN SPECIALISTS, PC4+ years Filed as: PENSION PLAN SPECIALISTS Service code 13 · EIN 26-1570786 | Contract Administrator | $42,995 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,338 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $17,168 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,136 |
10 funds of $250K or more; 11 lines in all, holding $7.1M of the plan's $7.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $3.5M | 49.4% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.1M | 15.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $753K | 10.7% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $563K | 8.0% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $356K | 5.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $244K | 3.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $160K | 2.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $156K | 2.2% |
| T. Rowe Price Retirement Balanced Fund T. Rowe Price · Mutual fund | $101K | 1.4% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $89K | 1.3% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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.