Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST. · CHARLOTTE, NC 28081 | Advisory (Plan) | $28,624 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,520 |
Filed as: M2B RETIREMENT CONSULTING LLC Service code 13 | Contract Administrator | $4,038 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,656 |
M2B RETIREMENT CONSULTING, LLC5+ years Service code 13 · EIN 81-3989034 101 BRADFORD RD · WEXFORD, PA 15090 | Contract Administrator | $2,500 |
7 funds of $250K or more; 26 lines in all, holding $9.1M of the plan's $9.4M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Trust American Funds 2045 Capital Group · Collective trust | $2.0M | 21.7% |
| Great Gray Trust American Funds 2050 Capital Group · Collective trust | $1.3M | 13.9% |
| Great Gray Trust American Funds 2030 Capital Group · Collective trust | $1.2M | 13.4% |
| Great Gray Trust American Funds 2055 Capital Group · Collective trust | $999K | 10.9% |
| Great Gray Trust American Funds 2040 Capital Group · Collective trust | $727K | 8.0% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $632K | 6.9% |
| Great Gray Trust American Funds 2035 Capital Group · Collective trust | $258K | 2.8% |
| Franklin Growth Opportunities Fund Class R6 Franklin Templeton · Mutual fund | $247K | 2.7% |
| Great Gray Trust American Funds 2020 Capital Group · Collective trust | $241K | 2.6% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $165K | 1.8% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.