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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,079 |
LARSON FINANCIAL GROUP LLC4 years Filed as: LARSON ALLEN LLP Service code 10 | Accounting | $18,734 |
RBC WEALTH MANAGEMENT10+ years Service code 27 · EIN 41-1416330 60 SOUTH SIXTH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $10,687 |
Service code 13 | Contract Administrator | $10,000 |
Filed as: PLANNED RETIREMENT CONSULTANTS Service code 13 · EIN 45-4208939 555 GOFFLE ROAD STE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $4,900 |
26 funds of $250K or more; 27 lines in all, holding $36.9M of the plan's $37.3M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds American Balanced R6 Capital Group · Mutual fund | $5.7M | 15.6% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $4.0M | 10.8% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $3.3M | 8.9% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $3.2M | 8.6% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 6.4% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $2.3M | 6.3% |
| Empower International Value Fund Institutional Class Empower · Mutual fund Recordkeeper's own fund | $2.0M | 5.3% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $1.4M | 3.8% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $1.3M | 3.6% |
| PIMCO Diversified Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.3M | 3.6% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.