Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT11+ years Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Other Commissions | $6,313 |
Filed as: ECONOMIC GROPUP PENSION SERVICES Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $565 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $480 |
5 funds of $250K or more; 42 lines in all, holding $6.3M of the plan's $7.4M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock Global Allocation Fund BlackRock · Mutual fund | $1.7M | 26.2% |
| iShares Russell BlackRock · ETF | $644K | 10.2% |
| iShares S&P 500 Value ETF BlackRock · ETF Index | $618K | 9.8% |
| iShares 5-10 Year Investment Grade Corporate Bond ETF BlackRock · ETF Index | $402K | 6.4% |
| Fidelity Advisor New Insights Fund Fidelity (FMR) · Mutual fund | $265K | 4.2% |
| Principal LargeCap S & P 500 Index Fund Principal · Mutual fund Index | $231K | 3.7% |
| Eaton Vance Large-Cap Value Fund Morgan Stanley · Mutual fund | $207K | 3.3% |
| Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $165K | 2.6% |
| Fidelity Enhanced International ETF Fidelity (FMR) · ETF Index | $158K | 2.5% |
| Vanguard Mid-Cap Index Fund Vanguard · ETF Index | $152K | 2.4% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.