Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS I C Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $58,312 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $48,726 |
Filed as: KEYSTONE FINANCIAL PLANNING, INC. Service code 27 7261 ENGLE ROAD 308 · CLEVELAND, OH 44130 | Advisory (Plan) | $29,449 |
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $1,552 |
17 funds of $250K or more; 12 lines in all, holding $26.7M of the plan's $26.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: JPMorgan SmartRetirement, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $13.6M | 50.9% |
| Vanguard S&P 500 Index Trust Vanguard · Collective trust Index | $5.8M | 21.8% |
| Fidelity Growth Company Commingled Pool Fidelity (FMR) · Collective trust | $2.2M | 8.3% |
| Dodge & Cox Dodge & Cox · Mutual fund | $1.3M | 4.8% |
| Vanguard Total International Stock Market Index Trust Vanguard · Collective trust Index | $1.0M | 3.8% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $751K | 2.8% |
| Vanguard Extended Market Index Trust Vanguard · Collective trust Index | $671K | 2.5% |
| MetLife Group Annunity Contract MetLife · Insurance contract | $551K | 2.1% |
| Vanguard Total Bond Market Index Trust Fund Vanguard · Collective trust Index | $356K | 1.3% |
| Fidelity Diversified International Commingled Pool Fidelity (FMR) · Collective trust | $181K | 0.7% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.