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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,250 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,240 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $10,577 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $7,546 |
Filed as: ARES RETIREMENT PLAN SERVICES LLC Service code 13 5100 POPLAR AVE SUITE 810 · MEMPHIS, TN 38137 | Contract Administrator | $7,351 |
8 funds of $250K or more; 19 lines in all, holding $9.3M of the plan's $21.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $7.5M | 80.7% |
| Federated Hermes Govt Obl Advisor Federated Hermes · Mutual fund Possible retail class A | $953K | 10.3% |
| Loomis Sayles Invs Grade Bond Mutual Fund Natixis IM · Mutual fund Possible retail class A | $283K | 3.1% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund IndexPossible retail class A | $100K | 1.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $96K | 1.0% |
| Schwab Fundamental U.S. Large Company Index Fund Charles Schwab · Mutual fund IndexPossible retail class A | $85K | 0.9% |
| PIMCO StocksPLUS Fund Institutional PIMCO (Allianz) · Mutual fund Possible retail class A | $62K | 0.7% |
| Fidelity SmCap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $46K | 0.5% |
| Fidelity Invs Grade Bond Fund Mutual Fund Fidelity (FMR) · Mutual fund Possible retail class A | $34K | 0.4% |
| DFA US SmCap Growth Mutual Fund Dimensional · Mutual fund Possible retail class A | $29K | 0.3% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.