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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $30,247 |
PREMIER PLAN CONSULTANTS2 years Filed as: PREMIER PLAN CONSULTANTS INC. Service code 13 6215 FERRIS SQ · SAN DIEGO, CA 92121 | Contract Administrator | $18,706 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $12,790 |
PREMIER PLAN CONSULTANTS2 years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 | Contract Administrator | $1,320 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $419 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $163 |
4 funds of $250K or more; 17 lines in all, holding $2.8M of the plan's $2.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $2.4M | 86.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $149K | 5.4% |
| Insurance contracts at contract value: Empower Trust Empower · Insurance contract Recordkeeper's own fund | $107K | 3.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $20K | 0.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $14K | 0.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $13K | 0.5% |
| Cohen & Steers Real Estate Cohen & Steers · Mutual fund | $13K | 0.5% |
| Securities Fund Class Z Hartford Funds Hartford Funds · Mutual fund | $12K | 0.4% |
| Income Fund Class R6 Fidelity Investments Fidelity Advisor Growth Fidelity (FMR) · Mutual fund | $10K | 0.4% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $7K | 0.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.