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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $47,542 |
Filed as: SFG RETIREMENT PLAN CONSULTING, LLC Service code 26 · EIN 46-4984194 | Advisory (Participants) | $46,000 |
PENSION ASSURANCE LLP1 year Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 13 18008 SKYPARK CIRCLE, STE 200 · IRVINE, CA 92614 | Contract Administrator | $6,039 |
33 funds of $250K or more; 40 lines in all, holding $53.0M of the plan's $53.8M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $22.6M | 42.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.1M | 11.5% |
| MassMutual Stable Value Diversified MassMutual · Insurance contract | $3.9M | 7.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $2.2M | 4.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.0M | 3.8% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 3.0% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 2.6% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund | $1.3M | 2.4% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $997K | 1.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $963K | 1.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.