Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
UNITED BENEFITS GROUP4+ years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $28,866 |
EMPOWER ADVISORY GROUP, LLC4+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,107 |
KESTRA FINANCIAL4+ years Filed as: KESTRA FINANCIAL INC Service code 99 6500 R0CK SPRING DR STE 410 · BETHESDA, MD 20817 | Other Fees | $18,859 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $5,000 |
21 funds of $250K or more; 31 lines in all, holding $32.1M of the plan's $32.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, collective trust, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $7.5M | 23.4% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $2.6M | 8.1% |
| Putnam Small Cap Growth CL R Franklin Templeton · Collective trust | $2.6M | 7.9% |
| T. Rowe Price Health Sciences Fund T. Rowe Price · Mutual fund Possible retail class A | $2.5M | 7.8% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund Possible retail class A | $2.2M | 6.8% |
| BlackRock LifePath Index BlackRock · Collective trust Target-date, 10 vintages | $2.1M | 6.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $2.1M | 6.6% |
| BlackRock Technology Opportunities Fund Class K BlackRock · Mutual fund Possible retail class A | $1.9M | 5.8% |
| Mid Cap Growth Fund Fee Class R1 Manager not matched · Collective trust | $1.3M | 4.1% |
| EI Fixed Account - Series Class I Manager not matched · Insurance contract | $1.3M | 4.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.