Filings through .
Filed November 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC1+ years Filed as: MMA SECURITIES LLC Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $10,500 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,730 |
9 funds of $250K or more; 14 lines in all, holding $12.2M of the plan's $12.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $9.9M | 80.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $949K | 7.8% |
| PIMCO Stable Income Fund II Founders Class PIMCO (Allianz) · Stable value Stable value | $621K | 5.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $239K | 2.0% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $181K | 1.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $95K | 0.8% |
| Great Gray Large Cap Growth Fund II Fee Class R1 Manager not matched · Collective trust | $67K | 0.5% |
| Great Gray Large Cap Value Fund Class R1 Manager not matched · Mutual fund Possible retail class R1 | $65K | 0.5% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $52K | 0.4% |
| Fidelity International Capital Appreciation Fund Fidelity (FMR) · Mutual fund | $34K | 0.3% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.