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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $130,161 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $45,000 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,405 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 PO BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $4,792 |
24 funds of $250K or more; 27 lines in all, holding $149M of the plan's $149M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $21.5M | 14.5% |
| American Fnds 2040 Target Dt Ret Fd Manager not matched · Mutual fund | $20.5M | 13.8% |
| Fully benefit responsive investment contract Manager not matched · Insurance contract | $18.9M | 12.7% |
| American Fnds 2050 Target Dt Ret Fd Manager not matched · Mutual fund | $16.9M | 11.4% |
| MassMutual Blue Chip Growth Fund Class I MassMutual · Mutual fund | $11.5M | 7.7% |
| American Fnds 2030 Target Dt Ret Fd Manager not matched · Mutual fund | $9.8M | 6.6% |
| American Fnds 2060 Target Dt Ret Fd Manager not matched · Mutual fund | $5.5M | 3.7% |
| Fidelity Growth Strategies K6 Fund Fidelity (FMR) · Mutual fund | $5.5M | 3.7% |
| American Fnds 2020 Target Dt Ret Fd Manager not matched · Mutual fund | $4.4M | 3.0% |
| maturing at various dates through October 2039 and secured by participant account balances Manager not matched · Other | $4.1M | 2.8% |
Added 1 fund, dropped 1 fund, likely replaced 3 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighT. Rowe Price New Horizons Fund, Inc. to Janus Henderson Enterprise Fund Class N | $5.5M to $2.3M |
| AddedFidelity Growth Strategies K6 Fund | $5.5M |
| ReplacedHighMFS Value Fund to Putnam Large CAP Value Fund Class R6 | $2.7M to $3.1M |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.