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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,595 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $21,514 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $3,585 |
Service code 13 12 GILL ST STE 2600 · WOBURN, MA 01801 | Contract Administrator | $2,241 |
16 funds of $250K or more; 28 lines in all, holding $19.4M of the plan's $19.6M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1NTSPI4 Manager not matched · Other | $3.3M | 16.7% |
| 1DRVBAL Manager not matched · Other | $2.7M | 13.8% |
| 140TRP5 Manager not matched · Other | $2.0M | 10.4% |
| 130TRP5 Manager not matched · Other | $1.9M | 9.9% |
| 135TRP5 Manager not matched · Other | $1.6M | 8.1% |
| 125TRP5 Manager not matched · Other | $951K | 4.9% |
| 150TRP5 Manager not matched · Other | $916K | 4.7% |
| 155TRP5 Manager not matched · Other | $873K | 4.5% |
| Mefzx Manager not matched · Other | $770K | 4.0% |
| 1DRVINC Manager not matched · Other | $538K | 2.8% |
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.
The auditor signed off without reservation. This is the cleanest opinion.