Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY PENSION PARTNERS, LLC1+ years Filed as: FIDUCIARY PENSION PARTNERS LLC DBA Service code 27 900 SOUTH AVE WEST · WESTFIELD, NJ 07090 | Advisory (Plan) | $8,529 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,879 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $184 |
6 funds of $250K or more; 19 lines in all, holding $5.4M of the plan's $5.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 36.3% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $1.5M | 28.1% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $595K | 11.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $440K | 8.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $194K | 3.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $136K | 2.5% |
| Common/Collective Trust Great Gray Manager not matched · Collective trust | $98K | 1.8% |
| Janus Henderson Balanced CF Fee Cls III Janus Henderson · Collective trust | $95K | 1.8% |
| Large Cap Growth / JP Morgan Invst Mgmt JPMorgan · Separate account | $92K | 1.7% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $75K | 1.4% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.