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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $122,608 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,676 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $5,977 |
Filed as: AMERICAN PENSION, LLC Service code 13 186 SHERMAN AVENUE · BERKELEY HEIGHTS, NJ 07069 | Contract Administrator | $0 |
MARSH & MCLENNAN AGENCY LLC8 years Filed as: MMA SECURITIES LLC Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $0 |
20 funds hold $28.8M of the plan's $30.0M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $19.9M | 69.1% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $1.9M | 6.5% |
| Empower Select Guaranteed Fund Empower · Insurance contract Recordkeeper's own fund | $990K | 3.4% |
| Vanguard Inflation-Protected Securities Fund Investor Shares Vanguard · Mutual fund | $665K | 2.3% |
| Invesco Growth And Income Fund Invesco · Mutual fund | $657K | 2.3% |
| American Balanced Fund Capital Group · Mutual fund | $642K | 2.2% |
| Vanguard Targe Retirement Income Vanguard · Mutual fund | $575K | 2.0% |
| Vanguard U.S. Growth Fund Investor Shares Vanguard · Mutual fund | $541K | 1.9% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund | $413K | 1.4% |
| Fidelity Mid-Cap Stock Fund Fidelity (FMR) · Mutual fund | $395K | 1.4% |
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.