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| Provider | Service type | Compensation |
|---|---|---|
SPENCER FANE LLP9 years Service code 29 · EIN 44-0561981 1000 WALNUT ST, STE 1400 · KANSAS CITY, MO 64106 | Legal | $145,769 |
IMA FINANCIAL GROUP4 years Filed as: IMA WEALTH Service code 27 430 E DOUGLAS AVE 400 · WICHITA, KS 67202 | Advisory (Plan) | $80,000 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,664 |
BMGI6 years Service code 13 625 ENTERPRISE DR · OAK BROOK, IL 60523 | Contract Administrator | $54,000 |
MORROW & CO., LLC8 years Filed as: MORROW & CO LLC Service code 10 · EIN 48-1142797 10500 E BERKELEY SQ PKWY · WICHITA, KS 67206 | Accounting | $33,631 |
UNION INSURANCE GROUP3 years Service code 23 303 W ERIE ST · CHICAGO, IL 60654 | Insurance services; Direct payment fr... | $12,768 |
22 funds of $250K or more; 25 lines in all, holding $110M of the plan's $113M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower Guaranteed Investment Contracts (Contract Value) Empower · Insurance contract Recordkeeper's own fund | $33.6M | 30.6% |
| MassMutual Diversified Value Fund Class R5 MassMutual · Mutual fund | $13.4M | 12.2% |
| Empower MM S&P 500(R) Index SVC Empower · Money market IndexRecordkeeper's own fund | $12.8M | 11.7% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $9.6M | 8.7% |
| Fidelity Advisor Growth Opportunities Fund Class I Fidelity (FMR) · Mutual fund | $8.2M | 7.5% |
| Carillon Eagle Mid Cap Growth I Raymond James · Other | $7.9M | 7.2% |
| American Balanced Fund Class R-4 Capital Group · Mutual fund | $7.3M | 6.7% |
| NEW Perspective Fund Class R-4 Capital Group · Mutual fund | $7.1M | 6.5% |
| Goldman Sachs Small Cap Value Insights Fund Institutional Goldman Sachs · Mutual fund | $3.2M | 3.0% |
| Empower Baron Growth Retail Empower · Other Recordkeeper's own fund | $2.2M | 2.0% |
Added 3 funds, dropped 3 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedMassMutual Diversified Value Fund Class R5 | $13.4M |
| ReplacedHighMM S&P 500 Index Fund (Northern Trust) to Empower MM S&P 500(R) Index SVC | $9.9M to $12.8M |
| AddedT. Rowe Price Retirement 2060 Fund | $9.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.