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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 PO BOX 593 · HOLLIDAYSBURG, PA 16648 | Contract Administrator | $34,058 |
Filed as: WORLD INVESTMENT ADVISORS Service code 13 · EIN 61-1758632 | Contract Administrator | $32,054 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 | Advisory (Participants) | $25,076 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,377 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,009 |
NATIONWIDE8 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,735 |
24 funds of $250K or more; 22 lines in all, holding $26.9M of the plan's $28.1M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $12.5M | 46.4% |
| State St S&P 500 Indx SL CL II Manager not matched · Other Index | $3.5M | 12.8% |
| American Funds Cap World GI R6 Capital Group · Mutual fund | $1.6M | 5.9% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $1.4M | 5.2% |
| Guaranteed Income Fund Manager not matched · Insurance contract | $1.1M | 4.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $977K | 3.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $934K | 3.5% |
| Large Cap Growth/JPM Invst Mg JPMorgan · Other | $868K | 3.2% |
| PIMCO StocksPLUS International Fund (Unhedged) PIMCO (Allianz) · Mutual fund | $699K | 2.6% |
| JP Morgan US Research Enh Eq JPMorgan · Other | $519K | 1.9% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.