Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $10,015 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OR 80111 | Recordkeeping Fees | $0 |
9 funds of $250K or more; 19 lines in all, holding $6.5M of the plan's $6.5M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $3.6M | 55.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $930K | 14.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $652K | 10.0% |
| Standard Insurance Co. StanCorp (Meiji Yasuda) · Insurance contract | $178K | 2.7% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $177K | 2.7% |
| Schwab Fundamental International Equity Index Fund Charles Schwab · Mutual fund Index | $146K | 2.2% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $128K | 2.0% |
| Government Bond Fund American Century · Mutual fund | $95K | 1.5% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $86K | 1.3% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund | $79K | 1.2% |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.