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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES Service code 13 · EIN 33-0785439 101 PARK AVENUE 14TH FLOOR · NEW YORK, NY 10178 | Contract Administrator | $24,686 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,948 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,686 |
8 funds of $250K or more; 21 lines in all, holding $6.4M of the plan's $6.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $5.3M | 82.5% |
| Guaranteed Interest Account Manager not matched · Insurance contract | $227K | 3.5% |
| Neuberger Genesis Fund Class R6 Neuberger Berman · Mutual fund | $214K | 3.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $188K | 2.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $79K | 1.2% |
| Fidelity Contrafund Class K Fidelity (FMR) · Mutual fund | $76K | 1.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $50K | 0.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $46K | 0.7% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $43K | 0.7% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $37K | 0.6% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.