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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,296 |
TRINITY PENSION CONSULTANTS5 years Filed as: TRINITY PENSION CONSULTANTS, INC Service code 13 · EIN 20-4548831 202 MONTROSE WESST AVE. #310 · COPLEY, OH 443212952 | Contract Administrator | $2,967 |
Service code 27 5868 E 71ST ST · INDIANAPOLIS, IN 46220 | Advisory (Plan) | $652 |
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $457 |
3 funds of $250K or more; 11 lines in all, holding $4.0M of the plan's $3.9M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Amer Funds Moderate G/| Portfolio R6 ” Capital Group · Mutual fund | $2.2M | 54.7% |
| American Funds Growth and Income Portfolio Class R-6 Capital Group · Mutual fund | $770K | 19.1% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $635K | 15.8% |
| American Retire Inc-Cnsrv R6 Capital Group · Mutual fund | $206K | 5.1% |
| DFA Global Allocation 25/75 Port Insti all Dimensional · Mutual fund | $65K | 1.6% |
| Dreyfus Government Cash Mgmt Instl BNY · Money market | $58K | 1.4% |
| PIMCO RAE US Small Insti PIMCO (Allianz) · Mutual fund | $27K | 0.7% |
| C Empower LLC Ish Empower · Other Recordkeeper's own fund | $25K | 0.6% |
| Fidelity US Bond Index - Empower Fidelity (FMR) · Mutual fund Index | $17K | 0.4% |
| International Small Company Portfolio - Institutional Class Dimensional · Mutual fund | $10K | 0.3% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.