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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 84-0467907 | Contract Administrator | $152,154 |
Filed as: MARSHALL & MOSS ADMINISTRATIVE SER Service code 10 · EIN 81-2845805 | Accounting | $93,865 |
PROSKAUER ROSE LLP4+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $90,000 |
CARY KANE LLP4+ years Filed as: CARY KANE, LLP Service code 29 · EIN 88-1989795 | Legal | $77,500 |
NOVAK FRANCELLA LLC4+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $36,997 |
QUAN-VEST CONSULTANTS, INC.2 years Service code 28 · EIN 11-2559669 | Investment Management | $13,152 |
JAMES L. GREEN, P.C.1 year Service code 29 · EIN 20-0844028 | Legal | $8,000 |
11 funds of $250K or more; 16 lines in all, holding $48.5M of the plan's $50.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 5 vintages | $43.0M | 88.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 4.3% |
| T. Rowe Price Large-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $1.2M | 2.4% |
| Item 1c - Insurance contract: Guaranteed Income Fund Manager not matched · Insurance contract | $379K | 0.8% |
| Blackrock MID CAP Growth Equity Portfolio Institutional BlackRock · Mutual fund | $336K | 0.7% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $321K | 0.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $252K | 0.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $244K | 0.5% |
| JPMorgan International Equity Fund Class R6 JPMorgan · Mutual fund | $197K | 0.4% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $192K | 0.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.