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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $30,421 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $14,483 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $10,004 |
360 PAYROLL INTEGRATION CORP1+ years Service code 27 3032 E COMMERCIAL BLVD #110 · FT LAUDERDALE, FL 33308 | Advisory (Plan) | $3,900 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,492 |
Service code 99 100 GARDEN CITY PLAZA STE 500 · GARDEN CITY, NY 11530 | Other Fees | $333 |
STRATEGIC PENSION SERVICES, LLC1+ years Service code 99 PO BOX 767 · SELKIRK, NY 121580767 | Other Fees | $100 |
12 funds of $250K or more; 18 lines in all, holding $14.0M of the plan's $14.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, collective trust, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.7M | 26.6% |
| AM1 Domestic Equity Fund Class 1 Manager not matched · Collective trust | $2.3M | 16.5% |
| AM1 Core Fixed Income Fund Class 1 Manager not matched · Collective trust | $1.6M | 11.2% |
| Large Cap Growth III Fund (AmerCentury) Manager not matched · Collective trust | $1.5M | 10.5% |
| AM1 Income Fund Class 1 Manager not matched · Collective trust | $1.4M | 9.9% |
| AM1 International Equity Fund Class 1 Manager not matched · Collective trust | $693K | 4.9% |
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 6 vintages | $573K | 4.1% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $379K | 2.7% |
| PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) A PIMCO (Allianz) · Mutual fund Possible retail class A | $360K | 2.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $327K | 2.3% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).