Filings through .
Filed January 11, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER Service code 64 · EIN 84-1233483 | Recordkeeping Fees | $129,346 |
25 funds hold $67.7M of the plan's $69.1M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.1M | 11.9% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $7.9M | 11.7% |
| Schwab Fundamental U.S. Large Company Index Fund Charles Schwab · Mutual fund Index | $6.0M | 8.9% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.4M | 7.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.6M | 6.9% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $3.4M | 5.0% |
| BlackRock Strategic Income Opportunities Portfolio Class K Shares BlackRock · Mutual fund | $3.3M | 4.9% |
| Parametric Commodity Strategy Fund Class I Morgan Stanley · Mutual fund | $3.3M | 4.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.7M | 4.0% |
| Fidelity International Growth Fund Fidelity Advisor International Growth Fund: Class Z Fidelity (FMR) · Mutual fund | $2.0M | 3.0% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Stephen Chykirda, Asa Usi Consulting Group Schedule SB | Schedule SB | Pro |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.