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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $88,700 |
ALLIANT INSURANCE SERVICES, INC.1+ years Filed as: ALLIANT INSURANCE SERVICES INC Service code 13 DBA ALLIANT RETIREMENT · NEW YORK, NY 10178 | Contract Administrator | $34,314 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ADVIOSRY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,702 |
16 funds of $250K or more; 13 lines in all, holding $32.7M of the plan's $33.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $27.8M | 85.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 7.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $389K | 1.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $368K | 1.1% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $361K | 1.1% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $314K | 1.0% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $284K | 0.9% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $220K | 0.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $137K | 0.4% |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares Vanguard · Mutual fund Index | $101K | 0.3% |
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.
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.