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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,271 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $18,501 |
Filed as: ECONOMIC GROUP PENSION SERVICES, IN Service code 13 · EIN 13-3180178 917 WESTERN AMERICA CIRCLE SUITE 50 · MOBILE, AL 36609 | Contract Administrator | $6,900 |
Filed as: ECONOMIC GROUP PENSION SERVIES, INC Service code 13 | Contract Administrator | $3,083 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 13 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Contract Administrator | $550 |
9 funds of $250K or more; 15 lines in all, holding $6.5M of the plan's $6.9M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $4.7M | 71.4% |
| Empower Guaranteed Interest Account Empower · Insurance contract Recordkeeper's own fund | $899K | 13.7% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $196K | 3.0% |
| Blackrock International Index Fund BlackRock · ETF Index | $181K | 2.8% |
| BlackRock iShares U.S. Agg Bd Ind Fd BlackRock · ETF Index | $152K | 2.3% |
| Voya Intermediate Bond Fund Voya · Mutual fund | $151K | 2.3% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $79K | 1.2% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $54K | 0.8% |
| iShares Mid Cap Index BlackRock · ETF Index | $50K | 0.8% |
| iShares Small Cap Index BlackRock · ETF Index | $50K | 0.8% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.