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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $76,930 |
CENTRAL DATA SERVICES2 years Service code 13 · EIN 25-1352803 | Contract Administrator | $47,000 |
PLUMBERS & STEAMFITTERS 83 RETIREME11+ years Service code 49 · EIN 55-0667502 | Other Services | $34,200 |
MCELHANEY & ASSOCIATES, LLC9 years Service code 10 · EIN 38-3806684 | Accounting | $28,875 |
STANDARD VALUATIONS11+ years Filed as: STANDARD VALUATION Service code 17 · EIN 41-1327339 | Pension Consulting | $27,900 |
JOHN F. DASCOLI, PLLC11+ years Filed as: JOHN DASCOLI, PLLC Service code 29 · EIN 20-5780253 | Legal | $7,442 |
17 funds of $250K or more; 10 lines in all, holding $50.7M of the plan's $52.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Manager not matched · Mutual fund Target-date, 13 vintages | $43.3M | 85.5% |
| Insurance Contract: Guaranteed Income Fund (Prudential) Prudential (PGIM) · Insurance contract | $3.6M | 7.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 2.5% |
| JP Morgan Large Cap Fund JPMorgan · Mutual fund Possible retail class A | $913K | 1.8% |
| Vanguard Stock Admiral Vanguard · Mutual fund Possible retail class A | $415K | 0.8% |
| Vanguard Mid Cap Index Vanguard · Mutual fund IndexPossible retail class A | $412K | 0.8% |
| Vanguard Small Cap Index Vanguard · Mutual fund IndexPossible retail class A | $363K | 0.7% |
| Vanguard Bond Index Fund Vanguard · Mutual fund IndexPossible retail class A | $225K | 0.4% |
| Vanguard Equ Income Vanguard · Mutual fund Possible retail class A | $123K | 0.2% |
| Pgim Total Return Bond Fund Class A Prudential (PGIM) · Mutual fund Possible retail class A | $36K | <0.1% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeAmerican Target Ret R3 (mutual fund, R3) to American Funds Target Date 2065 Fund | $36.6M to $1.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.