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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,271 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGE VIEW ADVISORY GROUP,LLC Service code 27 · EIN 33-0818667 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $42,450 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $15,440 |
11 funds of $250K or more; 17 lines in all, holding $18.3M of the plan's $18.5M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $14.6M | 80.0% |
| Stable Value Fund N Goldman Sachs · Stable value Stable value | $1.6M | 8.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $554K | 3.0% |
| T. Rowe Price All-Cap Opportunities Inv T. Rowe Price · Mutual fund Possible retail class A | $452K | 2.5% |
| Eupac Fund Class A Capital Group · Mutual fund Possible retail class A | $211K | 1.2% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $131K | 0.7% |
| MFS Value Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $111K | 0.6% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $108K | 0.6% |
| Fidelity US Bond Index Fidelity (FMR) · Mutual fund IndexPossible retail class A | $102K | 0.6% |
| WT MFS Mid Cap Growth Cl S MFS (Sun Life) · Collective trust | $68K | 0.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.