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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $124,505 |
RPW SOLUTIONS LLC1+ years Service code 13 300 BALLARDVALE ST · WILMINGTON, MA 01887 | Contract Administrator | $14,940 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
22 funds of $250K or more; 17 lines in all, holding $37.3M of the plan's $38.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $18.0M | 48.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.5M | 17.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.4M | 9.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $3.1M | 8.3% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $1.1M | 3.1% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $979K | 2.6% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $686K | 1.8% |
| U.S. Vector Equity Portfolio - Institutional Class Dimensional · Mutual fund | $640K | 1.7% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $561K | 1.5% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $556K | 1.5% |
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.
The auditor signed off without reservation. This is the cleanest opinion.