Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $41,539 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,104 |
20 funds hold $19.2M of the plan's $19.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, collective trust, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 9 vintages | $7.7M | 40.3% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $3.8M | 19.8% |
| AB US Large Cap Growth CIT AllianceBernstein · Collective trust | $2.2M | 11.4% |
| Putnam Large Cap Value Trust Franklin Templeton · Collective trust | $744K | 3.9% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $721K | 3.8% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $633K | 3.3% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $416K | 2.2% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $403K | 2.1% |
| Eupac Fund Capital Group · Mutual fund | $380K | 2.0% |
| Empower Multi-Sector Bond Fund Empower · Mutual fund Recordkeeper's own fund | $369K | 1.9% |
Dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighPrincipal LargeCap Growth to AB US Large Cap Growth CIT | $2.0M to $2.2M |
| DroppedT. Rowe Price Mid-Cap Growth Fund, Inc. | $270K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
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.