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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 | $48,285 |
KESTRA FINANCIAL1 year Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $30,912 |
KESTRA FINANCIAL10+ years Filed as: KESTRA INVESTMENT SERVICES LLC Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $19,480 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,670 |
MARK MILLER SUBARU9 years Filed as: MARK MILLER HOLDINGS LLC Service code 99 730 S WEST TEMPLE · SALT LAKE CITY, UT 84101 | Other Fees | $4,000 |
15 funds of $250K or more; 17 lines in all, holding $20.5M of the plan's $21.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $14.1M | 68.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 7.7% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $801K | 3.9% |
| Large Cap Growth Fund II Fee Class II Manager not matched · Collective trust | $799K | 3.9% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $631K | 3.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $599K | 2.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $464K | 2.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $329K | 1.6% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $226K | 1.1% |
| Large CP Value II Common Collective Trust Manager not matched · Collective trust | $184K | 0.9% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeAmerican Funds Target Date 2010 Fund to American Funds 2025 Target Date Retirement Income Fund Class R-6 | $219K to $14.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 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.