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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $121,829 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18 |
11 funds of $250K or more; 6 lines in all, holding $57.0M of the plan's $57.3M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: American Funds Target Date, mutual fund, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $49.8M | 87.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.5M | 7.9% |
| Morley Stable Value Fund Class 25 - I Principal · Stable value Stable value | $2.6M | 4.5% |
| Dreyfus Government Cash Mgmt Instl BNY · Money market | $101K | 0.2% |
| Forfeitures Manager not matched · Other | $40K | <0.1% |
| JPMorgan Emerging Markets Equity Fund Class R6 JPMorgan · Mutual fund | $8K | <0.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.