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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,697 |
LPL FINANCIAL8 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $39,578 |
PASI, LLC6 years Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $14,562 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 PO BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $4,327 |
Filed as: THE RETIREMENT PLAN COMPANY,LLC Service code 13 | Contract Administrator | $4,166 |
25 funds of $250K or more; 20 lines in all, holding $23.8M of the plan's $24.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $8.5M | 35.8% |
| American Funds American Balanced Fund Capital Group · Mutual fund | $3.5M | 14.7% |
| Putnam Dynamic Asset Allocation Growth Fund Franklin Templeton · Mutual fund | $2.9M | 12.1% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $1.1M | 4.7% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.0M | 4.3% |
| Vanguard Wellesley Income Fund Vanguard · Mutual fund | $818K | 3.4% |
| T. Rowe Price Value Fund, Inc. T. Rowe Price · Mutual fund | $721K | 3.0% |
| New Perspective Fund Capital Group · Mutual fund | $720K | 3.0% |
| Allspring Special Mid Cap Value Fund Allspring · Mutual fund | $655K | 2.8% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $651K | 2.7% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.