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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,455 |
DA DAVIDSON & CO1 year Filed as: DA DAVIDSON & COMPNAY Service code 55 8TH 3RD STREET NORTH · GREAT FALLS, MT 59401 | Other Commissions | $43,025 |
10 funds of $250K or more; 37 lines in all, holding $14.2M of the plan's $14.9M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower Mod Agg Profile Fund Inst Empower · Mutual fund Possible retail class ARecordkeeper's own fund | $2.6M | 18.5% |
| Empower Moderate Profile Fund Institutional Class Empower · Mutual fund Possible retail class ARecordkeeper's own fund | $2.5M | 17.3% |
| Massmutual Select TRP Rtrment 2035 I T. Rowe Price · Mutual fund Possible retail class A | $1.6M | 11.2% |
| Massmutual Select TRP Rtrment 2025 I T. Rowe Price · Mutual fund Possible retail class A | $1.0M | 7.3% |
| Empower Mod Con Profile Fund Inst Empower · Mutual fund Possible retail class ARecordkeeper's own fund | $1.0M | 7.1% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund Possible retail class A | $928K | 6.5% |
| Massmutual Select TRP Rtrment 2045 I T. Rowe Price · Mutual fund Possible retail class A | $687K | 4.9% |
| Massmutual Select TRP Rtrment 2055 I T. Rowe Price · Mutual fund Possible retail class A | $607K | 4.3% |
| American Funds Invmt Co of America R6 Capital Group · Mutual fund Possible retail class A | $525K | 3.7% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $456K | 3.2% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.