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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS Service code 27 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $34,349 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: ACCESS RETIREMENT SERVICES Service code 13 3050 BUSINESS PARK CIRCLE, STE 402 · GOODLETTSVILLE, TN 37072 | Contract Administrator | $23,358 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,763 |
EMPOWER ADVISORY GROUP, LLC1+ years Service code 28 8515 EASH ORCHARD RD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $5,148 |
19 funds of $250K or more; 29 lines in all, holding $25.9M of the plan's $26.1M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: JPMorgan SmartRetirement Blend, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement Blend JPMorgan · Mutual fund Target-date, 9 vintages | $15.1M | 58.4% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $3.4M | 13.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 5.1% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 4.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $759K | 2.9% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $679K | 2.6% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $593K | 2.3% |
| Goldman Sachs Stable Value CIT Inv Cl 1 Goldman Sachs · Stable value Stable value | $426K | 1.6% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $418K | 1.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $284K | 1.1% |
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.)
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.