Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $10,284 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $412 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
12 funds of $250K or more; 20 lines in all, holding $9.9M of the plan's $9.9M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Massmutual Life Insurance Company Sagic MassMutual · Insurance contract | $1.8M | 18.1% |
| Blackrock Equity Index Fund R BlackRock · Collective trust Index | $1.3M | 13.3% |
| Large Cap Value Fund Class R1 Manager not matched · Collective trust | $1.1M | 10.8% |
| Lrg Cap Grth III R1 Manager not matched · Collective trust | $1.0M | 10.3% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $780K | 7.9% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $607K | 6.2% |
| Massmutual Small Cap Opportun I MassMutual · Mutual fund | $540K | 5.5% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $533K | 5.4% |
| iShares U.S. Aggregate Bond Index Fund Class K Shares BlackRock · ETF Index | $396K | 4.0% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $391K | 4.0% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedMassMutual Select T. Rowe Price Retirement 2035 Fund Class I | $687K |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.