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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $247,583 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $123,589 |
BREDHOFF & KAISER11+ years Service code 29 · EIN 52-0969534 | Legal | $24,703 |
NOVAK FRANCELLA LLC11+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $12,760 |
SEYFARTH SHAW LLP11+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $9,585 |
MEKETA INVESTMENT GROUP11+ years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $5,000 |
19 funds of $250K or more; 12 lines in all, holding $59.8M of the plan's $62.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $26.4M | 44.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $13.1M | 21.9% |
| Empower Annuity Insurance Company Empower · Insurance contract Recordkeeper's own fund | $10.2M | 17.0% |
| Boston Trust Smid Cap Fund Boston Trust Walden · Collective trust | $2.6M | 4.4% |
| DFA International Small Cap Value I Fund Dimensional · Mutual fund | $2.5M | 4.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 3.2% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $1.5M | 2.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $790K | 1.3% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $478K | 0.8% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund | $214K | 0.4% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.