Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: G.W. HENSSLER & ASSOCIATES, LTD Service code 27 · EIN 58-2189215 | Advisory (Plan) | $125,207 |
EMPOWER ADVISORY GROUP, LLC2+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $99,603 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $48,186 |
ASCENSUS LLC2+ years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $43,548 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,750 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $78 |
16 funds of $250K or more; 11 lines in all, holding $79.5M of the plan's $79.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $50.9M | 64.1% |
| Transamerica Stable Value Ascend Account Transamerica (Aegon) · Insurance contract | $6.8M | 8.6% |
| Trust Fund 2 Transamerica (Aegon) · Collective trust | $5.1M | 6.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.7M | 5.9% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund | $2.8M | 3.5% |
| Diversified Bond Fund R6 Class American Century · Mutual fund | $2.7M | 3.4% |
| Vanguard Dvlp Mrkts Indx Admrl Vanguard · Mutual fund Index | $2.0M | 2.6% |
| Vanguard Windsor Fund Admiral Shares Vanguard · Mutual fund | $2.0M | 2.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 1.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $753K | 0.9% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedTrust Fund 2 | $5.1M |
| AddedVanguard Dvlp Mrkts Indx Admrl | $2.0M |
| DroppedVanguard Developed Markets Index Fund Admiral Shares | $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.