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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $32,670 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNING CONSULTANTS Service code 13 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Contract Administrator | $10,889 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,737 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $0 |
17 funds of $250K or more; 15 lines in all, holding $26.9M of the plan's $27.0M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $5.4M | 20.3% |
| Vanguard Wellington Fund Vanguard · Mutual fund | $4.3M | 16.1% |
| Vanguard Primecap Fund Admiral Shares Vanguard · Mutual fund | $4.1M | 15.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.9M | 14.6% |
| EI Fixed Account - Series Class II Manager not matched · Insurance contract | $3.9M | 14.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 5.3% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $1.4M | 5.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 3.8% |
| Core Bond Fund Manager not matched · Collective trust | $632K | 2.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $455K | 1.7% |
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.