Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PARK CAPITAL MANAGEMENT LLC7 years Service code 27 740 REGENT ST STE 400 · MADISON, WI 53715 | Advisory (Plan) | $16,103 |
WEGNER CPAS, LLP3 years Filed as: WEGNER CPA'S LLP Service code 10 2921 LANDMARK PL · MADISON, WI 53713 | Accounting | $13,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,950 |
PREMIER RETIREMENT PARTNERS7 years Filed as: PREMIER RETIREMENT PARTNERS LLC Service code 13 8040 EXCELSIOR DR. SUITE 401 · MADISON, WI 53717 | Contract Administrator | $4,451 |
3 funds of $250K or more; 19 lines in all, holding $5.1M of the plan's $5.2M. From the 2025 filing. Recordkeeper: Premier Retirement Partners.
Target-date series: American Funds Target Date, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $3.3M | 64.2% |
| JPMorgan Growth Advantage Fund Class R6 JPMorgan · Mutual fund | $360K | 7.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $233K | 4.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $230K | 4.5% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $154K | 3.0% |
| John Hancock Disciplined Value Fund Class R6 John Hancock (Manulife) · Mutual fund | $147K | 2.9% |
| Lord Abbett Total Return Fund Class R6 Lord Abbett · Mutual fund | $144K | 2.8% |
| Balance Fund John Hancock (Manulife) · Mutual fund | $137K | 2.7% |
| Empower Key Guaranteed Portfolio Fund Empower · Insurance contract | $93K | 1.8% |
| American Century Small Cap Growth RG American Century · Other | $74K | 1.4% |
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 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.