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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $95,765 |
BAKER TILLY US, LLP8 years Filed as: BAKER TILLY Service code 64 PO BOX 7398 · MADISON, WI 537077398 | Recordkeeping Fees | $49,245 |
Filed as: FIDUCIARY FINANCIAL PARTNERS Service code 27 1250 E. DIEHL ROAD · NAPERVILLE, IL 60563 | Advisory (Plan) | $34,403 |
CARNOW AND ASSOCIATES, LTD.5 years Filed as: CARNOW AND ASSOCIATES Service code 13 | Contract Administrator | $9,999 |
CARNOW AND ASSOCIATES, LTD.9 years Service code 13 2201 WAUKEGAN ROAD · BANNOCKBURN, IL 60015 | Contract Administrator | $8,400 |
22 funds of $250K or more; 21 lines in all, holding $20.4M of the plan's $20.8M. From the 2025 filing. Recordkeeper: Baker Tilly US.
Target-date series: Vanguard Target Retirement, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $7.3M | 35.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.7M | 17.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 11.1% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $982K | 4.8% |
| Large Cap International Portfolio - Institutional Class Dimensional · Mutual fund | $855K | 4.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $648K | 3.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $620K | 3.0% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $561K | 2.7% |
| International Small Company Portfolio - Institutional Class Dimensional · Mutual fund | $531K | 2.6% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $392K | 1.9% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.