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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $59,158 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,156 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,785 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $1,158 |
13 funds hold $35.7M of the plan's $42.6M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $12.5M | 34.9% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $4.1M | 11.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $3.4M | 9.6% |
| Harding Loevner International Equity Portfolio Institutional Affiliated Managers Group · Mutual fund | $3.3M | 9.2% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $2.2M | 6.1% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 5.9% |
| MFS Mid Cap Growth Fund R4 MFS (Sun Life) · Mutual fund | $1.7M | 4.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 4.0% |
| Nuance Mid Cap Value Fund Investor Class Manager not matched · Mutual fund | $1.3M | 3.6% |
| Loomis Sayles Small Cap Growth Fund Institutional Class Natixis IM · Mutual fund | $1.1M | 3.1% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.