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 |
|---|---|---|
CUTLER INVESTMENT GROUP11+ years Service code 27 525 BIGHAM KNOLL · JACKSONVILLE, OR 97530 | Advisory (Plan) | $198,276 |
PENTEGRA SERVICES, INC.3 years Service code 13 5350 77 CENTER DR · CHARLOTTE, NC 97530 | Contract Administrator | $49,337 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE OF AMERIC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,272 |
CLIFTONLARSONALLEN LLP1 year Filed as: LARSON ALLEN LLP Service code 10 PO BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $6,300 |
18 funds hold $71.6M of the plan's $72.1M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: SSgA Target Retirement, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 5 vintages | $35.2M | 49.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.1M | 7.1% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $4.1M | 5.7% |
| Equity Fund Class II Shares Manager not matched · Mutual fund | $4.0M | 5.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.0M | 5.6% |
| State Street Target Retirement Fund Class K State Street (SSgA) · Mutual fund | $4.0M | 5.5% |
| State Street Aggregate Bond Index Fund Class K State Street (SSgA) · Mutual fund Index | $3.4M | 4.7% |
| EI Fixed Account - Series Class I Empower · Insurance contract Recordkeeper's own fund | $3.2M | 4.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.1M | 4.4% |
| Mid Cap Index Fund Northern Trust · Mutual fund Index | $1.7M | 2.4% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeiShares Developed Real Estate Index Fund (Investor) to iShares Developed Real Estate Index Fund Class K | $81K to $467K |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.