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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,479 |
Filed as: ONEDIGITAL INVESTMENT Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $46,730 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $24,089 |
Filed as: PLAN DESIGN CONSULTANTS Service code 13 | Contract Administrator | $10,000 |
PLAN DESIGN CONSULTANTS, INC.10+ years Filed as: PLAN DESIGN CONSULTANTS, INC Service code 13 3451 VIA MONTEBELLO · CARLSBAD, CA 92009 | Contract Administrator | $0 |
22 funds of $250K or more; 25 lines in all, holding $29.0M of the plan's $29.7M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Schwab Target Index, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Target Index Charles Schwab · Mutual fund Target-date, 10 vintages | $11.3M | 39.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.3M | 18.3% |
| AM1 Domestic Equity Fund Class 1 Manager not matched · Mutual fund | $2.9M | 10.1% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 7.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 3.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 3.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $771K | 2.7% |
| AM1 International Equity Fund Class 1 Manager not matched · Mutual fund | $675K | 2.3% |
| Large Cap Growth MFS Fund MFS (Sun Life) · Insurance contract | $517K | 1.8% |
| AM1 Core Fixed Income Fund Class 1 Manager not matched · Collective trust | $468K | 1.6% |
Covers 70,940 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.