Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 PO BOX 735399 · DALLAS, TX 753735399 | Contract Administrator | $28,542 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,200 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 13 PO BOX 735399 · DALLAS, TX 75373 | Contract Administrator | $9,956 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $3,838 |
11 funds of $250K or more; 18 lines in all, holding $10.5M of the plan's $10.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, collective trust, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Collective trust Target-date, 12 vintages | $6.8M | 64.8% |
| maturity value Cost value Fidelity 500 Index F Fidelity (FMR) · Mutual fund Index | $1.3M | 12.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $390K | 3.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $320K | 3.1% |
| AM1 Domestic Equity Fund Class 1 Manager not matched · Collective trust | $305K | 2.9% |
| MFS International Growth Equity (IS Platform) MFS (Sun Life) · Separate account | $295K | 2.8% |
| Vanguard U.S. Growth Fund Investor Shares Vanguard · Mutual fund | $233K | 2.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $181K | 1.7% |
| Guaranteed Investment Account Manager not matched · Insurance contract | $161K | 1.5% |
| AM1 International Equity Fund Class 1 Manager not matched · Collective trust | $105K | 1.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.