Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $27,595 |
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 | $17,345 |
10 funds of $250K or more; 26 lines in all, holding $12.4M of the plan's $12.4M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Irfetx Manager not matched · Other | $2.9M | 23.6% |
| Irfgtx Manager not matched · Other | $2.5M | 20.0% |
| Irfdtx Manager not matched · Other | $1.6M | 13.2% |
| Irfftx Manager not matched · Other | $1.3M | 10.9% |
| Irfitx Manager not matched · Other | $935K | 7.6% |
| Irfhtx Manager not matched · Other | $892K | 7.2% |
| Irfktx Manager not matched · Other | $469K | 3.8% |
| Irrctx Manager not matched · Other | $411K | 3.3% |
| Irfutx Manager not matched · Other | $300K | 2.4% |
| Ifxaix Manager not matched · Other | $275K | 2.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.