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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $45,295 |
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 | $33,854 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,374 |
11 funds of $250K or more; 18 lines in all, holding $17.0M of the plan's $17.0M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 8 vintages | $9.9M | 58.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.4M | 13.9% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 9.3% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $873K | 5.1% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $536K | 3.2% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $516K | 3.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $249K | 1.5% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $230K | 1.3% |
| Income Fund OF America Class R-6 Capital Group · Mutual fund | $203K | 1.2% |
| Columbia Small Cap Index Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund Index | $175K | 1.0% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.