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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 780 JOHNSON FERRY RD. · ATLANTA, GA 30342 | Contract Administrator | $104,152 |
MMLIS3 years Service code 55 1295 STATE ST · SPRINGFIELD, MA 01111 | Other Commissions | $44,324 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,090 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,027 |
ASCENSUS LLC3 years Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $4,787 |
29 funds of $250K or more; 21 lines in all, holding $130M of the plan's $133M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $31.4M | 24.2% |
| Mass Mutual Mass Mutual S&P 500 (R) Index R5 MassMutual · Mutual fund IndexPossible retail class A | $17.5M | 13.5% |
| Mass Contract with insurance company, at contract value MassMutual · Insurance contract | $13.5M | 10.5% |
| American Balanced Fund Class A Capital Group · Mutual fund Possible retail class A | $13.1M | 10.1% |
| Growth Fund OF America Class A Capital Group · Mutual fund Possible retail class A | $8.0M | 6.2% |
| Capital Group Washington Mut Invs (American Funds) Capital Group · Mutual fund Possible retail class A | $6.0M | 4.6% |
| Mass Mutual Mass Mutual Mid Cap Growth R5 MassMutual · Other | $4.9M | 3.7% |
| Black Rock Equity Dividend (BlackRock) BlackRock · Mutual fund Possible retail class A | $4.6M | 3.6% |
| Vanguard Total Intl Stock Indec (Vanguard) Vanguard · Mutual fund Possible retail class A | $4.5M | 3.5% |
| JP Morgan Chase JPMorgan Large Cap Growth R5 JPMorgan · Mutual fund Possible retail class A | $4.2M | 3.2% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.