Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MCF ADVISORS LLC6 years Filed as: MCF ADVISORS Service code 27 · EIN 20-0566061 50 E RIVERCENTER BLVD, STE 300 · COVINGTON, KY 41011 | Advisory (Plan) | $48,710 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,456 |
BENEFITS ADMINISTRATORS, LLC11+ years Service code 13 · EIN 61-1291181 269 W MAIN STREET · LEXINGTON, KY 40507 | Contract Administrator | $9,796 |
17 funds of $250K or more; 14 lines in all, holding $17.3M of the plan's $18.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 10 vintages | $5.5M | 31.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.9M | 16.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 14.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 8.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 8.0% |
| Federated Hermes Institutional High Yield Bond Fund Class R6 Shares Federated Hermes · Mutual fund | $848K | 4.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $711K | 4.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $534K | 3.1% |
| Loomis Sayles Core Plus Bond Fund Class N Natixis IM · Mutual fund | $513K | 3.0% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $354K | 2.0% |
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 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.)
The auditor signed off without reservation. This is the cleanest opinion.