Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $22,661 |
BANK OF AMERICA1 year Filed as: BANK OF AMERICA N.A. Service code 16 · EIN 13-5674085 | Consulting | $8,718 |
Service code 16 PO BOX 735399 · DALLAS, TX 753735399 | Consulting | $5,296 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $3,180 |
7 funds of $250K or more; 17 lines in all, holding $5.2M of the plan's $5.4M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Nuveen Lifecycle Index, mutual fund, 92% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $4.8M | 92.3% |
| Insurance Company/ General Account Total Manager not matched · Insurance contract | $241K | 4.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $99K | 1.9% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $16K | 0.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $15K | 0.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $9K | 0.2% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $5K | <0.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $5K | <0.1% |
| American High Income Trust Class R-6 Capital Group · Mutual fund | $4K | <0.1% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $3K | <0.1% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.