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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY BENEFITS GROUP INC Service code 27 4660 LA JOLLA VILLAGE DR · SAN DIEGO, CA 92122 | Advisory (Plan) | $81,055 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,981 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 13 7734 EXCELSIOR RD STE 102 · BAXTER, MN 56425 | Contract Administrator | $18,078 |
GELMAN LLP1 year Service code 99 1 PARK PLAZA SUITE 550 · IRVINE, CA 92614 | Other Fees | $14,750 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CIRCLE STE 500 · MOBILE, AL 36609 | Contract Administrator | $13,888 |
10 funds of $250K or more; 17 lines in all, holding $27.0M of the plan's $31.3M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $9.8M | 36.3% |
| Sagic Core Bond MassMutual · Insurance contract | $6.6M | 24.4% |
| Mid Cap Index Fund Northern Trust · Mutual fund Index | $2.0M | 7.5% |
| Lord Abbett Short Duration Income Fund Class R6 Lord Abbett · Mutual fund | $1.5M | 5.7% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 5.3% |
| John Hancock International Growth Fund Class R6 John Hancock (Manulife) · Mutual fund | $1.3M | 5.0% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $1.2M | 4.4% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $1.1M | 4.2% |
| Columbia Small Cap Value and Inflection Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $1.1M | 4.1% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $562K | 2.1% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedLord Abbett Short Duration Income Fund Class R6 | $1.5M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.