Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES INC Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $12,154 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,962 |
OSAIC WEALTH INC3 years Filed as: OSAIC ADVISORY SERVICES LLC Service code 27 5155 PEACHTREE PKWY STE 3220 · NORCROSS, GA 30092 | Advisory (Plan) | $9,555 |
WMG FINANCIAL ADVISORS1 year Filed as: WMG FINANCIAL ADVISORS LLC Service code 27 620 MAYBURY HOOD RD. · KNOXVILLE, TN 37932 | Advisory (Plan) | $4,608 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,754 |
2 funds of $250K or more; 19 lines in all, holding $4.2M of the plan's $4.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 93% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 9 vintages | $4.0M | 93.4% |
| Fidelity 500 Index - Empower Fidelity (FMR) · Mutual fund IndexPossible retail class A | $34K | 0.8% |
| American Funds Global Insight R6 a Capital Group · Mutual fund | $33K | 0.8% |
| Empower Fidelity Total Market Index Fidelity (FMR) · Mutual fund IndexPossible retail class A | $29K | 0.7% |
| American Funds New Perspective R6 a Capital Group · Mutual fund | $24K | 0.6% |
| American Funds Bond Fund OF Amer R6 a Capital Group · Mutual fund | $23K | 0.5% |
| Empower DFA Emerging Markets I Dimensional · Mutual fund Possible retail class A | $22K | 0.5% |
| Empower DFA International Value I Dimensional · Mutual fund Possible retail class A | $22K | 0.5% |
| Empower Jpmorgan Large Cap Value R6 JPMorgan · Mutual fund Possible retail class A | $15K | 0.4% |
| Empower MFS International Growth R6 MFS (Sun Life) · Mutual fund Possible retail class A | $15K | 0.4% |
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.
The auditor signed off without reservation. This is the cleanest opinion.