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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,608 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 13 · EIN 11-3271022 401 BROADHOLLOW RD · MELVILLE, NY 11747 | Contract Administrator | $20,693 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $10,725 |
7 funds of $250K or more; 9 lines in all, holding $9.3M of the plan's $9.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $4.6M | 49.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.4M | 36.0% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $475K | 5.1% |
| iShares U.S. Aggregate Bond Index Fund BlackRock · ETF Index | $353K | 3.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $215K | 2.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $158K | 1.7% |
| December 31, 2025 Guaranteed Investment Contract Empower Empower · Insurance contract Recordkeeper's own fund | $110K | 1.2% |
| iShares Developed Real Estate Index Fund BlackRock · ETF Index | $29K | 0.3% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $19K | 0.2% |
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.
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.