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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,735 |
INTAC ACTUARIAL SERVICES1+ years Filed as: INTAC ACTUARIAL SERVICES INC Service code 13 50 TICE BLVD STE 151 · WOODCLIFF LAKE, NJ 07677 | Contract Administrator | $6,351 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $918 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33 |
28 funds hold $519K of the plan's $524K. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Trust American Funds 2040 I Capital Group · Collective trust | $93K | 18.0% |
| Great Gray Trust American Funds 2050 I Capital Group · Collective trust | $74K | 14.3% |
| Great Gray Trust American Funds 2045 I Capital Group · Collective trust | $72K | 13.8% |
| Great Gray Trust American Funds 2055 I Capital Group · Collective trust | $55K | 10.6% |
| Great Gray Trust American Funds 2035 I Capital Group · Collective trust | $50K | 9.7% |
| Great Gray Trust American Funds 2065 I Capital Group · Collective trust | $35K | 6.8% |
| Great Gray Trust American Funds 2060 I Capital Group · Collective trust | $31K | 6.0% |
| Great Gray Trust American Funds 2030 I Capital Group · Collective trust | $31K | 6.0% |
| Great Gray Trust American Funds 2025 I Capital Group · Collective trust | $27K | 5.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $10K | 1.8% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.