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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $306,956 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 26 · EIN 84-1532243 | Advisory (Participants) | $36,204 |
VOYA FINANCIAL ADVISORS INC4+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 · EIN 71-0294708 | Other Services | $23,413 |
CHARLES SCHWAB & CO., INC.3 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $52 |
53 funds of $250K or more; 95 lines in all, holding $268M of the plan's $286M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: SSgA Target Retirement, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 9 vintages | $91.2M | 34.1% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract | $38.3M | 14.3% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $23.5M | 8.8% |
| Principal Large Cap Growth Fund Principal · Mutual fund | $22.9M | 8.6% |
| State Street Small/mid Cap Equity Index Fund State Street (SSgA) · Mutual fund Index | $14.1M | 5.3% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $9.7M | 3.6% |
| State Street Global All Cap State Street (SSgA) · Mutual fund | $8.8M | 3.3% |
| Voya Fixed Plus Account Voya · Insurance contract | $6.1M | 2.3% |
| VY TRwPr Cap Apprec Port Srv T. Rowe Price · Separate account | $5.3M | 2.0% |
| Fidelity VIP Contrafund Pt I Fidelity (FMR) · Separate account | $3.9M | 1.4% |
Added 38 funds.
| Fund | Year-end value |
|---|---|
| AddedDodge & Cox Stock Fund | $9.7M |
| AddedState Street Global All Cap | $8.8M |
| AddedVY TRwPr Cap Apprec Port Srv | $5.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.