Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
KESTRA FINANCIAL2 years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $83,608 |
ALTIGRO PENSION SERVICES INC6 years Service code 13 3 US HIGHWAY 46 WEST · FAIRFIELD, NJ 070042904 | Contract Administrator | $28,413 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,636 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,314 |
20 funds of $250K or more; 25 lines in all, holding $21.2M of the plan's $21.5M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.1M | 19.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 8.7% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 8.6% |
| IndexSelect Growth 2045 Fund Manager not matched · Collective trust | $1.8M | 8.5% |
| IndexSelect Growth 2035 Fund Manager not matched · Collective trust | $1.1M | 5.0% |
| Empower SecureFoundation Balanced Fund Institutional Class Empower · Separate account Recordkeeper's own fund | $1.1M | 5.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 4.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $984K | 4.6% |
| Empower Guaranteed Interest Account Empower · Insurance contract Recordkeeper's own fund | $842K | 4.0% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $823K | 3.9% |
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 71,097 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.