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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC3 years Filed as: OSAIC WELATH INC Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $47,479 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INC CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,846 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 14 · EIN 04-2530412 | Plan Administrator | $14,267 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,870 |
25 funds of $250K or more; 18 lines in all, holding $62.1M of the plan's $63.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintages | $38.5M | 62.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.7M | 14.1% |
| Sagic Diversified Bond II Manager not matched · Insurance contract | $3.5M | 5.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 2.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 2.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 2.2% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 2.0% |
| MassMutual Overseas Fund Class I MassMutual · Mutual fund | $1.2M | 1.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $963K | 1.6% |
| Large Cap Growth Fund II Fee Class R1 Manager not matched · Collective trust | $725K | 1.2% |
Dropped 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchMassMutual Select T. Rowe Price Retirement 2030 Fund Class I to Fidelity Freedom 2035 Fund Class K6 | $35.5M to $38.5M |
| DroppedBlackRock Technology Opportunities Fund Class K | $805K |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
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.