Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BERNSTEIN2 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE STREET · NASHVILLE, TN 37302 | Advisory (Plan) | $24,981 |
VOYA FINANCIAL ADVISORS INC4 years Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 13 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $4,925 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
11 funds of $250K or more; 21 lines in all, holding $11.5M of the plan's $11.7M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| AB Multi-Manager Retirement Trust 2025 Fund AllianceBernstein · Collective trust | $2.4M | 21.2% |
| AB Multi-Manager Retirement Trust 2040 Fund AllianceBernstein · Collective trust | $1.4M | 12.3% |
| AB Multi-Manager Retirement Trust 2050 Fund AllianceBernstein · Collective trust | $1.4M | 12.0% |
| AB Multi-Manager Retirement Trust 2035 Fund AllianceBernstein · Collective trust | $1.3M | 11.1% |
| Alliance Bernstein Multi-Manager Retirement Trust 2055 Fund AllianceBernstein · Collective trust | $1.1M | 9.2% |
| Alliance Bernstein Multi-Manager Retirement Trust 2060 Fund AllianceBernstein · Collective trust | $791K | 6.9% |
| Alliance Bernstein Multi-Manager Retirement Trust 2045 Fund AllianceBernstein · Collective trust | $747K | 6.5% |
| AB US Large Cap Growth CIT W Series P1 AllianceBernstein · Collective trust | $628K | 5.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $616K | 5.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $347K | 3.0% |
Added 2 funds, dropped 2 funds, likely replaced 2 funds. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustAllianceBernstein target date (mutual fund) to AB Multi-Manager Retirement Trust 2025 Fund | $6.3M to $6.6M |
| DroppedAB Large Cap Growth Fund Inc | $1.8M |
| ReplacedHighMFS Growth Fund to AB US Large Cap Growth CIT W Series P1 | $482K to $628K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.