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| Provider | Service type | Compensation |
|---|---|---|
THE KBA GROUP PC1 year Service code 10 · EIN 63-1134001 720 EXECUTIVE PARK DRIVE · MOBILE, AL 36606 | Accounting | $37,500 |
MILLETTE ADMINISTRATORS1 year Service code 13 · EIN 64-0784023 4836 MAIN STREET · MOSS POINT, MS 39563 | Contract Administrator | $19,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GEENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,310 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISOR FIN NETWORK LLC Service code 55 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Commissions | $16,870 |
LOPER LAW LLC1 year Filed as: LOPER LAW Service code 29 452 GOVERNMENT ST · MOBILE, AL 36602 | Legal | $9,630 |
9 funds of $250K or more; 15 lines in all, holding $35.3M of the plan's $35.9M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Guaranteed Interest Account Manager not matched · Insurance contract | $9.4M | 26.6% |
| American Funds Target Date Capital Group · Mutual fund | $9.4M | 26.5% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund | $3.5M | 9.8% |
| Vanguard Target Inc Vanguard · Mutual fund | $3.1M | 8.7% |
| Sign Paul Stephen Osborn , F . S . A Manager not matched · Other | $2.6M | 7.4% |
| JP Morgan Large Cap Fund JPMorgan · Mutual fund | $2.1M | 6.0% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $2.1M | 5.9% |
| Vanguard Explorer Fund Investor Shares Vanguard · Mutual fund | $1.4M | 3.9% |
| Vanguard Mid-Cap Growth Fund Investor Shares Vanguard · Mutual fund | $1.4M | 3.8% |
| instructions D v Manager not matched · Other | $240K | 0.7% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Paul Stephen Osborn, F.S.A. Osborn, Carreiro & Associates, Inc. Schedule MB | Schedule MB | Pro |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.