Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION2 years Filed as: SUMMIT FINANCIAL LLC Service code 27 4 CAMPUS DRIVE · PARSIPPANY, NJ 07054 | Advisory (Plan) | $24,491 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,203 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,066 |
11 funds of $250K or more; 15 lines in all, holding $10.2M of the plan's $10.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $6.6M | 64.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 11.8% |
| Guaranteed Interest Account Manager not matched · Insurance contract | $483K | 4.7% |
| Vanguard Ftse All-Wld Ex-Us Inx Vanguard · Mutual fund | $407K | 4.0% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $282K | 2.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $198K | 1.9% |
| Retire R6 American Funds American Mutual Mutual Fund Capital Group · Mutual fund | $195K | 1.9% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $168K | 1.6% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $162K | 1.6% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $154K | 1.5% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.