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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERIOA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $70,760 |
COASTAL PENSION SERVICES6 years Filed as: COASTAL PENSION SERVICES, INC. Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, MA 21046 | Contract Administrator | $32,984 |
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $29,858 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,227 |
COASTAL PENSION SERVICES1 year Service code 13 | Contract Administrator | $10,000 |
17 funds of $250K or more; 18 lines in all, holding $23.7M of the plan's $24.2M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $15.4M | 65.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 8.3% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 5.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $836K | 3.5% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $727K | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $715K | 3.0% |
| Parametric International Equity Fund Class R6 Morgan Stanley · Mutual fund | $707K | 3.0% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $448K | 1.9% |
| Fidelity Emerging Markets Fund Class K Fidelity (FMR) · Mutual fund | $419K | 1.8% |
| Fuller & Thaler Behav Sm-Cp Eq R6 Manager not matched · Mutual fund | $246K | 1.0% |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.