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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $48,017 |
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 | $16,326 |
LBMC, PC4 years Filed as: LBMC PC Service code 10 201 FRANKLIN RD · BRENTWOOD, TN 37027 | Accounting | $15,900 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,612 |
12 funds of $250K or more; 22 lines in all, holding $14.1M of the plan's $19.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: JPMorgan SmartRetirement, collective trust, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Collective trust Target-date, 8 vintages | $11.3M | 80.2% |
| Nuveen Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $801K | 5.7% |
| contract: Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $631K | 4.5% |
| Great Gray Large Cap Growth Fund IV Fee Class R1 Manager not matched · Mutual fund Possible retail class R1 | $315K | 2.2% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $296K | 2.1% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $148K | 1.0% |
| American Funds Capital Group · Mutual fund | $104K | 0.7% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $101K | 0.7% |
| Nuveen Bond Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $91K | 0.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $80K | 0.6% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.