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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 1295 STATE ST · SPRINGFIELD, MA 011110001 | Insurance Commissions | $19,029 |
BDO USA, LLP4 years Service code 13 · EIN 13-5381590 | Contract Administrator | $9,538 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 13-5381590 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,998 |
21 funds of $250K or more; 18 lines in all, holding $19.3M of the plan's $19.6M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $6.1M | 31.6% |
| Mass Guaranteed Interest Account, 3% MassMutual · Insurance contract | $2.2M | 11.4% |
| MassMutual Blue Chip Growth Fund Class R5 MassMutual · Insurance contract | $2.0M | 10.3% |
| Growth Fund OF America Class R-4 Capital Group · Mutual fund | $1.7M | 8.8% |
| BNY Mellon Dynamic Value Fund Class A BNY · Insurance contract | $1.3M | 7.0% |
| MassMutual Mid Cap Growth Fund Class R4 MassMutual · Insurance contract | $1.3M | 6.6% |
| PIMCO Stocks Plus A PIMCO (Allianz) · Insurance contract | $1.0M | 5.2% |
| Mass MM S&P 500 Index Adm MassMutual · Insurance contract Index | $808K | 4.2% |
| MassMutual Small Cap Opportunities Fund Class R4 MassMutual · Insurance contract | $681K | 3.5% |
| Eupac Fund Class R-4 Capital Group · Mutual fund | $353K | 1.8% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.