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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $38,932 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,822 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,567 |
9 funds of $250K or more; 17 lines in all, holding $9.6M of the plan's $9.9M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: JPMorgan SmartRetirement Blend, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement Blend JPMorgan · Mutual fund Target-date, 10 vintages | $7.5M | 77.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 10.9% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $206K | 2.1% |
| Large Cap Growth Fund III Cl R1 Collective trust fund Manager not matched · Collective trust | $186K | 1.9% |
| JPMorgan Small Cap Growth Fund Class R6 JPMorgan · Mutual fund | $148K | 1.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $138K | 1.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $79K | 0.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $67K | 0.7% |
| EI Fixed Acct - Series Class I Fixed annuity Manager not matched · Insurance contract | $55K | 0.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $53K | 0.6% |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.