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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER LIFE & ANNUITY CO. OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,678 |
SIGNATURE ESTATE & INVESTMENT1+ years Filed as: SIGNATURE ESTATE SECURITIES INC Service code 55 2121 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Other Commissions | $1,254 |
UNIGLOBAL PENSION PLANNING, INC.1+ years Service code 13 4114 LEGATO ROAD · FAIRFAX, VA 22033 | Contract Administrator | $190 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22 |
1 fund of $250K or more; 27 lines in all, holding $966K of the plan's $967K. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1TRB551 Manager not matched · Other | $284K | 29.4% |
| 1TRB601 Manager not matched · Other | $189K | 19.6% |
| 1TRB651 Manager not matched · Other | $131K | 13.6% |
| 1TRB501 Manager not matched · Other | $121K | 12.5% |
| Fxaix Manager not matched · Other | $66K | 6.8% |
| 1TRB451 Manager not matched · Other | $49K | 5.1% |
| 1TRB401 Manager not matched · Other | $33K | 3.4% |
| 1TRB251 Manager not matched · Other | $32K | 3.3% |
| 1TRB351 Manager not matched · Other | $14K | 1.4% |
| Fsmdx Manager not matched · Other | $8K | 0.8% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.