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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,491 |
MARINER WEALTH ADVISORS, LLC3+ years Service code 27 5700 W 112TH STREET STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $32,620 |
LIPSCHULTZ, LEVIN & GRAY1 year Filed as: LIPSCHULTZ LEVIN & GRAY LLC Service code 10 425 HUEHL RD BLDG 7 · NORTHBROOK, IL 60062 | Accounting | $28,500 |
NFP RETIREMENT INC3+ years Filed as: MAP RETIREMENT USA LLC Service code 13 805 BROADWAY ST STE 600 · VANCOUVER, WA 98660 | Contract Administrator | $20,379 |
12 funds of $250K or more; 22 lines in all, holding $10.7M of the plan's $16.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $3.0M | 28.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 14.2% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.4M | 12.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.4M | 12.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $556K | 5.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $479K | 4.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $360K | 3.4% |
| Artisan International Value Fund Institutional Shares Artisan Partners · Mutual fund | $288K | 2.7% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $228K | 2.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $218K | 2.0% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmerican Balanced Fund Class R-6 | $1.4M |
| DroppedAmerican Funds Inflation Linked Bond Fund Class R-6 | $1.2M |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.