Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 432 SECURITY BLVD STE 101 · GREEN BAY, WI 54313 | Advisory (Plan) | $46,147 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,103 |
HICKS PENSION SERVICES5 years Filed as: HICKS PENSION GROUP Service code 13 · EIN 99-0178392 1218 WAIMANU ST., 2ND FLOOR · HONOLULU, HI 96814 | Contract Administrator | $20,762 |
Filed as: WORLD INVESTEMENT ADVISORS LLC Service code 99 · EIN 61-1758632 24 E COTA ST. STE 200 · SANTA BARBARA, CA 93101 | Other Fees | $10,303 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,175 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
14 funds of $250K or more; 31 lines in all, holding $15.9M of the plan's $16.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $11.4M | 71.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 8.9% |
| Fidelity International Sustainability Index Fund Fidelity (FMR) · Mutual fund | $458K | 2.9% |
| EI Fixed Account - Series Clas Manager not matched · Insurance contract | $373K | 2.3% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund | $326K | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $253K | 1.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $232K | 1.5% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $218K | 1.4% |
| Blackrock 60/40 Target Allocat BlackRock · Mutual fund | $195K | 1.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $195K | 1.2% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.