Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1 year Filed as: REGIONS BANK DBA REGIONS TRUST Service code 99 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Other Fees | $4,724 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,825 |
16 funds of $250K or more; 18 lines in all, holding $12.1M of the plan's $12.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Large-Cap Growth Fund T. Rowe Price · Mutual fund | $3.6M | 29.5% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $3.0M | 24.6% |
| Invesco Growth AND Income Fund Class Y Invesco · Mutual fund | $1.0M | 8.3% |
| Invesco Small CAP Value Fund Class A Invesco · Mutual fund Possible retail class A | $720K | 5.9% |
| Federated Capital Preservation Fund Federated Hermes · Stable value Stable value | $690K | 5.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $629K | 5.2% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $514K | 4.2% |
| Invesco Small Cap Growth Fund Class A Invesco · Mutual fund Possible retail class A | $498K | 4.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $405K | 3.3% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $395K | 3.3% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.