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 |
|---|---|---|
BAIRD FUNDS4 years Filed as: ROBERT W. BAIRD & CO. Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $85,951 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,394 |
Filed as: PENNSYLVANIA PENSION PLANNERS Service code 13 2090 LINGLESTOWN ROAD · HARRISBURG, PA 17110 | Contract Administrator | $12,752 |
20 funds of $250K or more; 18 lines in all, holding $53.8M of the plan's $54.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $45.6M | 84.8% |
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $1.9M | 3.6% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 3.2% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $677K | 1.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $548K | 1.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $548K | 1.0% |
| New World Fund (R6) Capital Group · Mutual fund | $501K | 0.9% |
| T. Rowe Price Overseas Stock Fund-I Class T. Rowe Price · Mutual fund | $467K | 0.9% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $465K | 0.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $450K | 0.8% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
The auditor signed off without reservation. This is the cleanest opinion.