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| Provider | Service type | Compensation |
|---|---|---|
MAXUS PLAN SOLUTIONS3+ years Filed as: MAXUS PLAN SOLUTIONS, INC Service code 13 · EIN 45-4012897 | Contract Administrator | $13,712 |
STIFEL NICOLAUS & CO INC2 years Service code 27 · EIN 43-0538770 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $11,830 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $103 |
2 funds of $250K or more; 16 lines in all, holding $2.2M of the plan's $2.2M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, other, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Insurance contract Target-date, 11 vintages | $1.9M | 85.0% |
| MassMutual Fixed Account MassMutual · Insurance contract | $184K | 8.3% |
| iShares S&P 500 Index Fund K BlackRock · Insurance contract Index | $33K | 1.5% |
| Mass Mutual Overseas Fund Class I MassMutual · Insurance contract | $16K | 0.7% |
| American Funds Fundamental Investors Class R-6 Capital Group · Insurance contract | $13K | 0.6% |
| THE Hartford Dividend AND Growth Fund Class R6 Hartford Funds · Insurance contract | $12K | 0.5% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Insurance contract | $11K | 0.5% |
| MassMutual Blue Chip Growth Fund Class I MassMutual · Insurance contract | $10K | 0.4% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Insurance contract | $10K | 0.4% |
| BlackRock Total Return Fund K BlackRock · Insurance contract | $9K | 0.4% |
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.
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.