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| Provider | Service type | Compensation |
|---|---|---|
USI INSURANCE SERVICES LLC1+ years Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $35,424 |
USI INSURANCE SERVICES LLC1+ years Filed as: USI CONSULTING GROUP INC Service code 13 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Contract Administrator | $26,678 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,987 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST 23RD FLOOR · DENVER, CO 80202 | Other Fees | $1,572 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $505 |
11 funds of $250K or more; 22 lines in all, holding $15.3M of the plan's $15.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 9 vintages | $9.5M | 62.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.4M | 15.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $917K | 6.0% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund | $392K | 2.6% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $361K | 2.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $284K | 1.9% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $203K | 1.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $170K | 1.1% |
| Empower Fixed Account - Series Class I Empower · Insurance contract Recordkeeper's own fund | $146K | 1.0% |
| PIMCO Int Bond (USD-Hedged) Inst PIMCO (Allianz) · Mutual fund | $141K | 0.9% |
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.
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.