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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NPPG FIDUCIARY SERVICES LLC Service code 99 494 SYCAMORE AVE, STE 100 · SHREWSBURY, NJ 07702 | Other Fees | $319,117,770 |
UBS FINANCIAL SERVICES INC3 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $81,742 |
Service code 13 494 SYCAMORE AVE, STE 100 · SHREWSBURY, NJ 07702 | Contract Administrator | $55,162 |
Service code 99 816 EAST CHESTER DR · HIGH POINT, NC 27262 | Other Fees | $30,999 |
Service code 13 494 SYCAMORE AVE, STE 100 · SHREWSBURY, NJ 07702 | Contract Administrator | $18,149 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8518 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,191 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8518 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,033 |
14 funds of $250K or more; 21 lines in all, holding $34.4M of the plan's $34.8M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Wilmington Indexselect aggressive 2035 Fund Manager not matched · Mutual fund | $9.0M | 26.1% |
| Wilmington Indexselect aggressive retire Fund Manager not matched · Mutual fund | $7.2M | 21.0% |
| Wilmington Indexselect aggressive 2045 Fund Manager not matched · Mutual fund | $3.6M | 10.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.3M | 9.5% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $3.1M | 8.9% |
| Wilmington Indexselect aggressive 2055 Fund Manager not matched · Collective trust | $3.0M | 8.6% |
| BlackRock International Fund Class K BlackRock · Mutual fund | $916K | 2.7% |
| Nuveen Large Cap Growth Index Fund Class I TIAA (Nuveen) · Mutual fund Index | $748K | 2.2% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $638K | 1.9% |
| New World Fund Inc Capital Group · Mutual fund | $550K | 1.6% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.