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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 | $48,101 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $22,500 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $10,480 |
17 funds of $250K or more; 18 lines in all, holding $17.0M of the plan's $18.0M. 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, 10 vintages | $10.5M | 62.0% |
| Domestic Equity Class 1 Manager not matched · Other | $1.3M | 7.8% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $991K | 5.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $936K | 5.5% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $934K | 5.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $472K | 2.8% |
| International Equity Class Manager not matched · Other | $458K | 2.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $428K | 2.5% |
| Income Class 1 Manager not matched · Other | $280K | 1.6% |
| Carillon Eagle Mid Cap Growth Fund Raymond James · Mutual fund | $161K | 0.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.