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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $276,642 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $60,621 |
PENSION ASSURANCE LLP1 year Service code 99 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Other Fees | $18,000 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $900 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $615 |
25 funds of $250K or more; 13 lines in all, holding $365M of the plan's $387M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, collective trust, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 13 vintages | $230M | 63.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $48.0M | 13.2% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $23.2M | 6.4% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $13.3M | 3.6% |
| Fully Benefit-Responsive Investment Contracts: Guaranteed Certificate Fund Manager not matched · Insurance contract | $11.9M | 3.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $8.9M | 2.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $8.7M | 2.4% |
| New World Fund (R6) Capital Group · Mutual fund | $5.1M | 1.4% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.6M | 1.3% |
| BlackRock High Yield Portfolio Class K Shares BlackRock · Mutual fund | $3.7M | 1.0% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.