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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 50 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $78,664 |
USI INSURANCE SERVICES LLC4 years Filed as: USI CONSULTING GROUP, INC. Service code 17 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Pension Consulting | $37,850 |
WITHUMSMITH+BROWN, PC10+ years Filed as: TANN, BROWN & RUSS CO., PLLC Service code 10 · EIN 64-0647618 1501 LAKELAND DR STE. 300 · JACKSON, MS 39216 | Accounting | $35,800 |
Filed as: IBEW LOCAL 480 HEALTH WELFARE PLAN Service code 13 · EIN 51-0204433 9200 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $29,744 |
MAXEY WANN, PLLC10+ years Service code 29 · EIN 64-0933626 P O BOX 3977 · JACKSON, MS 39201 | Legal | $20,703 |
AMERICAN BENEFIT CORPORATION10+ years Service code 15 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 25545 | Recordkeeping | $20,363 |
UNION INSURANCE GROUP10+ years Service code 23 · EIN 36-4226088 303 W. ERIE ST., STE 310 · CHICAGO, IL 60654 | Insurance services; Direct payment fr... | $12,157 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,721 |
IBEW LOCAL 480 HEALTH & WELFARE PLA10+ years Filed as: IBEW LOCAL 480 Service code 50 · EIN 64-0158485 PO BOX 721119 · BYRAM, MS 392721119 | Direct Payment | $6,000 |
19 funds of $250K or more; 11 lines in all, holding $122M of the plan's $123M. From the 2025 filing. Recordkeeper: American Benefit.
Target-date series: Vanguard Target Retirement, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $86.5M | 70.8% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $11.7M | 9.6% |
| Empower EI Fixd Acct Group Annuity Contr Empower · Insurance contract | $5.6M | 4.6% |
| JP Morgan Large CAP JPMorgan · Other | $5.4M | 4.4% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund | $3.6M | 3.0% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund | $2.9M | 2.4% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $2.0M | 1.7% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund | $1.8M | 1.5% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund | $1.3M | 1.0% |
| Current Interest Identity Manager not matched · Other | $1.1M | 0.9% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.