Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $25,086 |
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 | $11,388 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,307 |
18 funds of $250K or more; 22 lines in all, holding $13.4M of the plan's $13.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: JPMorgan SmartRetirement, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 9 vintages | $6.1M | 45.8% |
| MFS Conservative Allocation Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $1.3M | 9.5% |
| MFS Aggressive Growth Allocation Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $1.2M | 9.0% |
| The Gabelli U.S. Treasury Money Market Fund Class I Shares Westwood · Money market | $670K | 5.0% |
| MFS Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $606K | 4.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $605K | 4.5% |
| MFS Growth Allocation Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $408K | 3.1% |
| Columbia Dividend Income Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $346K | 2.6% |
| Pgim Total Return Bond Fund Class A Prudential (PGIM) · Mutual fund Possible retail class A | $322K | 2.4% |
| MFS Moderate Allocation Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $272K | 2.0% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.