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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $42,759 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,945 |
BLUE RIDGE ESOP ASSOCIATES4 years Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $11,558 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $8,600 |
Filed as: BENEFIT PLAN ADMIN SERVICES Service code 17 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Pension Consulting | $4,985 |
15 funds of $250K or more; 27 lines in all, holding $15.9M of the plan's $24.9M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 15.9% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $2.2M | 13.9% |
| Fidelity U.S. Bond Index Fund (Instl Premium) Fidelity (FMR) · Mutual fund Index | $2.1M | 13.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 7.4% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 7.2% |
| Great Gray Trust American Funds 2040 Capital Group · Collective trust | $1.0M | 6.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $655K | 4.1% |
| Great Gray Trust American Funds 2050 Capital Group · Collective trust | $599K | 3.8% |
| Fidelity Emerging Markets Index Inst’l Premium Mutual fund Fidelity (FMR) · Mutual fund Index | $542K | 3.4% |
| Great Gray Trust American Funds 2035 Capital Group · Collective trust | $513K | 3.2% |
Added 2 funds, dropped 2 funds, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeFidelity U.S. Bond Index Fund to Fidelity U.S. Bond Index Fund (Instl Premium) | $2.5M to $2.1M |
| AddedVanguard Treasury Money Market Fund Investor Shares | $2.2M |
| DroppedAmerican Funds Inflation Linked Bond Fund Class R-6 | $360K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
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.