Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANT INSURANCE SERVICES, INC.3+ years Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 13 ALLIANT RETIREM · NEW YORK, NY 10178 | Contract Administrator | $47,377 |
EMPOWER ADVISORY GROUP, LLC3+ years Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,281 |
EMPOWER ADVISORY GROUP, LLC3+ years Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,711 |
11 funds of $250K or more; 18 lines in all, holding $8.5M of the plan's $8.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $5.6M | 65.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $895K | 10.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $298K | 3.5% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $278K | 3.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $216K | 2.5% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $192K | 2.3% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $162K | 1.9% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $151K | 1.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $151K | 1.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $140K | 1.6% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Blue Chip Growth K6 Fund | $278K |
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Employer 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.
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.