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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $102,670 |
EMPIRE ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $71,359 |
Service code 13 435 NEW KARNER ROAD CONCORD STREET · ALBANY, NY 12205 | Contract Administrator | $60,577 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL, LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $59,243 |
PRIVATE ADVISOR GROUP LLC2 years Filed as: PRIVATE ADVISORS GROUP, LLC Service code 27 65 MADISON AVENUE, SUITE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $20,443 |
22 funds of $250K or more; 18 lines in all, holding $31.8M of the plan's $33.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 7 vintages | $11.2M | 35.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.1M | 13.0% |
| iShares U.S. Aggregate Bond Index Fund Class K Shares BlackRock · ETF Index | $2.8M | 8.8% |
| Empower Life & Annuity Insurance Company of New York Guaranteed Interest Account Empower · Insurance contract Recordkeeper's own fund | $2.6M | 8.1% |
| Ssga Russell LC Growth Index NL Class C State Street (SSgA) · Collective trust Index | $2.2M | 6.8% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $1.9M | 6.0% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $1.2M | 3.8% |
| Virtus Emerging Markets Opportunities Fund R6 Virtus · Mutual fund | $1.1M | 3.4% |
| Empower International Index Fund Institutional Class Empower · Mutual fund IndexRecordkeeper's own fund | $980K | 3.1% |
| Virtus Newfleet Core Plus Bond Fund Class R6 Virtus · Mutual fund | $973K | 3.1% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeU.S. Small Cap Value Portfolio - Institutional Class to U.S. Small Cap Value Portfolio | $366K to $339K |
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.
The auditor signed off without reservation. This is the cleanest opinion.