Filings through .
Filed March 13, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $3,717 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
12 funds of $250K or more; 16 lines in all, holding $10.5M of the plan's $10.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $3.6M | 34.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 14.7% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.5M | 14.3% |
| Empower Guaranteed Income Fund Empower · Insurance contract Recordkeeper's own fund | $1.1M | 10.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $733K | 7.0% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $674K | 6.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $436K | 4.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $386K | 3.7% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $134K | 1.3% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $131K | 1.3% |
Added 1 fund, dropped 5 funds, likely replaced 5 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchMoA Clear Passage 2045 Fund to American Funds 2045 Target Date Retirement Fund | $1.5M to $3.6M |
| ReplacedHighCapital Equity Index Fund to Fidelity 500 Index Fund | $2.0M to $1.5M |
| ReplacedHighFidelity Contrafund to JPMorgan Large Cap Growth Fund | $1.5M to $1.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.