Filings through .
Filed January 27, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $414,860 |
HAYS FINANCIAL GROUP2 years Filed as: THE HAYS FINANCIAL GROUP LLC Service code 99 80 S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Other Fees | $53,967 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $41,216 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
24 funds of $250K or more; 13 lines in all, holding $157M of the plan's $162M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $83.5M | 53.0% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $16.5M | 10.5% |
| Dodge & Cox Dodge & Cox · Mutual fund | $15.2M | 9.6% |
| Large Cap Growth/MFS Fund MFS (Sun Life) · Mutual fund | $14.0M | 8.9% |
| T. Rowe Price Stable Value Fund A T. Rowe Price · Insurance contract | $9.1M | 5.8% |
| Great Gray International Equity Fund Fee Class R1 Great Gray · Mutual fund Possible retail class R1 | $5.3M | 3.3% |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. Rowe Price · Mutual fund | $4.4M | 2.8% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $3.4M | 2.2% |
| Invesco Mid Cap Growth Trust Class B1 Invesco · Collective trust | $2.8M | 1.8% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 0.8% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.