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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $432,865 |
EJREYNOLDS, INC.9+ years Service code 13 · EIN 59-2265857 PO BOX 840256 · PEMBROKE PINES, FL 33084 | Contract Administrator | $357,339 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $84,156 |
Service code 10 · EIN 59-1262947 4770 BISCAYNE BOULEVARD · MIAMI, FL 33137 | Accounting | $65,920 |
23 funds hold $163M of the plan's $170M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund BlackRock · ETF Index | $32.1M | 19.7% |
| Bond Fund OF America Class R-4 Capital Group · Mutual fund | $16.3M | 10.0% |
| NEW World Fund INC Class R-4 Capital Group · Mutual fund | $11.8M | 7.2% |
| Pioneer Fundamental Growth Fund: Class A Victory Capital · Mutual fund Possible retail class A | $11.4M | 7.0% |
| Columbia Select Large Cap Value Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $11.3M | 6.9% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $10.7M | 6.5% |
| Insurance companies' general accounts: Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $7.7M | 4.7% |
| MFS International Growth Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $7.1M | 4.4% |
| Templeton Foreign Fund Franklin Templeton · Mutual fund | $6.5M | 4.0% |
| Columbia Mid Cap Index Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Index | $6.2M | 3.8% |
Added 1 fund, dropped 2 funds, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| AddedBond Fund OF America Class R-4 | $16.3M |
| ReplacedHighSchwab U.S. Large-Cap Value Index Fund to Columbia Select Large Cap Value Fund Class A | $10.0M to $11.3M |
| DroppedWestern Asset Core Plus Bond Fund | $8.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 9 renames.
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.
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.