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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $23,890 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,457 |
Service code 13 PO BOX 219612 · KANSAS CITY, MO 64121 | Contract Administrator | $6,692 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,388 |
TRINITY PENSION CONSULTANTS11+ years Filed as: TRINITY PENSION GROUP Service code 13 | Contract Administrator | $3,607 |
TRINITY PENSION CONSULTANTS4 years Filed as: TRINITY PENSION GROUP, LLC Service code 13 PO BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $2,265 |
8 funds of $250K or more; 26 lines in all, holding $10.0M of the plan's $10.1M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $4.2M | 41.8% |
| OF Charlotte 401(K) Plan Amcap Fund - Class R-6 Capital Group · Mutual fund | $2.6M | 25.9% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $1.2M | 11.5% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $298K | 3.0% |
| Allspring Core Bond Fund Class R6 Allspring · Mutual fund | $282K | 2.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $213K | 2.1% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $199K | 2.0% |
| Cohen & Steers Institutional Realty Shares Cohen & Steers · Mutual fund | $173K | 1.7% |
| MFS Blended Research Core Equity Fund R6 MFS (Sun Life) · Mutual fund | $121K | 1.2% |
| Invesco Comstock Fund Class R6 Invesco · Mutual fund | $106K | 1.1% |
Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeAmerican Funds Target Date 2040 Fund to American Funds 2040 Target Date Retirement Fund Class R-6 | $3.2M to $4.2M |
| Share class changeAmcap Fund Class R-6 to OF Charlotte 401(K) Plan Amcap Fund - Class R-6 | $2.6M to $2.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
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.