Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $22,324 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,370 |
PENSION ASSURANCE LLP4 years Service code 10 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Accounting | $14,000 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $4,995 |
10 funds of $250K or more; 23 lines in all, holding $6.6M of the plan's $6.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Century One Choice, collective trust, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Century One Choice American Century · Collective trust Target-date, 8 vintages | $3.2M | 48.7% |
| American Century Retirement Date Hybrid In Retirement Class Institutional American Century · Collective trust | $909K | 13.9% |
| American Managed Investments Domestic Equity Class 1 Manager not matched · Collective trust | $601K | 9.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $449K | 6.8% |
| T. Rowe Price Retirement Balanced Fund T. Rowe Price · Mutual fund | $436K | 6.6% |
| American Managed Investments International Equity Class 1 Manager not matched · Collective trust | $215K | 3.3% |
| Massachusetts Financial Services International Growth Retail Class 6 MFS (Sun Life) · Mutual fund | $145K | 2.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Separate account | $125K | 1.9% |
| American Managed Investments Core Fixed Income Class 1 Manager not matched · Collective trust | $87K | 1.3% |
| American Managed Investments Portfolio Diversifiers Class 1 Manager not matched · Collective trust | $60K | 0.9% |
No lineup changes between the 2024 and 2025 filings.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.