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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · COLORADO, CO 80111 | Recordkeeping Fees | $54,477 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 INC DBA ALLIANT RETIREM · NEWYORK, NY 10178 | Contract Administrator | $51,265 |
24 funds of $250K or more; 22 lines in all, holding $52.7M of the plan's $53.2M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $29.9M | 56.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $9.8M | 18.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.7M | 5.1% |
| Empower Large Cap Growth Fund Class R1 Empower · Mutual fund Possible retail class R1Recordkeeper's own fund | $2.2M | 4.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.4M | 2.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 2.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 2.2% |
| Prudential Core Plus Bond Fund Prudential (PGIM) · Mutual fund | $645K | 1.2% |
| Empower Loans Empower · Other Recordkeeper's own fund | $615K | 1.2% |
| DFA Inflation-Protected Securi Dimensional · Mutual fund | $494K | 0.9% |
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.
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.