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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,772 |
NFP RETIREMENT INC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 805 BROADWAY ST, STE 600 · VANCOUVER, WA 98660 | Contract Administrator | $21,570 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 275 WYMAN ST, STE 400 · WALTHAM, MA 02451 | Advisory (Plan) | $18,480 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,130 |
Service code 26 | Advisory (Participants) | $3,879 |
MAP RETIREMENT, INC.6 years Service code 15 · EIN 39-1884254 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Recordkeeping | $206 |
10 funds of $250K or more; 40 lines in all, holding $8.3M of the plan's $9.2M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower Fully benefit-responsive investment, at contract value Empower · Insurance contract Recordkeeper's own fund | $1.1M | 13.7% |
| Putnam Retirement Adv Select 2045 R Franklin Templeton · Mutual fund | $1.1M | 13.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 12.7% |
| Collective Blackrock EAFE Equity Index Fee CIR "= BlackRock · Collective trust Index | $580K | 7.0% |
| Putnam Retirement Adv Select 2040 R “ Franklin Templeton · Mutual fund | $490K | 5.9% |
| Putnam Retirement Adv Select 2050 R Franklin Templeton · Mutual fund | $458K | 5.5% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund | $439K | 5.3% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $316K | 3.8% |
| Putnam Retirement Adv Select 2055 R Franklin Templeton · Mutual fund | $306K | 3.7% |
| Emerging Markets Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $265K | 3.2% |
Added 4 funds. Moved to another target-date series. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Target-date switchJohn Hancock Lifetime Blend 2030 Fund to Putnam Retirement Adv Select 2045 R | $6.0M to $2.7M |
| AddedFidelity 500 Index Fund | $1.1M |
| AddedCollective Blackrock EAFE Equity Index Fee CIR "= | $580K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
The auditor signed off without reservation. This is the cleanest opinion.