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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE CO Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $50,594 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $29,581 |
RESOURCES INVESTMENT ADVISORS LLC10+ years Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $24,650 |
REHMANN ROBSON3 years Filed as: REHMANN FINANICAL GROUP Service code 13 4086 LEGACY PKWY · LANSING, MI 48911 | Contract Administrator | $5,175 |
12 funds of $250K or more; 21 lines in all, holding $11.3M of the plan's $12.9M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, collective trust, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 10 vintages | $5.2M | 46.4% |
| AM1 Domestic Equity Class 1 Manager not matched · Other | $2.0M | 17.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $781K | 6.9% |
| AM1 Income Class 1 Manager not matched · Other | $687K | 6.1% |
| AM1 International Equity Class 1 Manager not matched · Other | $632K | 5.6% |
| Nyli Winslow Large Cap Growth I TIAA (Nuveen) · Other | $389K | 3.5% |
| Reliance MetLife Series MetLife · Other | $349K | 3.1% |
| AM1 Portfolio Diversifiers Class 1 Manager not matched · Mutual fund | $234K | 2.1% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $189K | 1.7% |
| Mid Cap Growth Fund Fee Class R1 Manager not matched · Mutual fund Possible retail class R1 | $185K | 1.6% |
Covers 61,314 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.