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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEWFRONT RETIREMENT SERVICES, INC. Service code 27 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $20,443 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,945 |
15 funds of $250K or more; 24 lines in all, holding $18.9M of the plan's $19.0M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fxaix Manager not matched · Other | $3.3M | 17.4% |
| 1PCSV25 Manager not matched · Other | $2.8M | 15.1% |
| Trehx Manager not matched · Other | $1.8M | 9.3% |
| Vseqx Manager not matched · Other | $1.7M | 9.2% |
| Bdskx Manager not matched · Other | $1.4M | 7.4% |
| Tbcix Manager not matched · Other | $1.4M | 7.3% |
| Trfhx Manager not matched · Other | $1.3M | 7.0% |
| Trikx Manager not matched · Other | $807K | 4.3% |
| Trhdx Manager not matched · Other | $679K | 3.6% |
| Meikx Manager not matched · Other | $631K | 3.3% |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.