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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,093 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $50,000 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GRENWOOD VILLAGE, CO 80111 | Investment Management | $28,600 |
Service code 13 · EIN 68-0414789 590 LENNON LANE SUITE 100 · WALNUT CREEK, CA 94598 | Contract Administrator | $840 |
25 funds of $250K or more; 21 lines in all, holding $56.2M of the plan's $70.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 19% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $12.4M | 22.1% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $10.7M | 19.0% |
| The Standard Stable Asset II Common Collective Trust Manager not matched · Stable value Stable value | $4.0M | 7.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.5M | 6.2% |
| Columbia Dividend Income Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $3.0M | 5.3% |
| U.S. Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $2.7M | 4.8% |
| T. Rowe Price Global Stock Fund-I Class T. Rowe Price · Mutual fund | $2.2M | 3.9% |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class T. Rowe Price · Mutual fund | $2.1M | 3.8% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $2.1M | 3.7% |
| John Hancock Disciplined Value Mid Cap Fund Class R6 John Hancock (Manulife) · Mutual fund | $2.0M | 3.6% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedT. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class | $2.1M |
| DroppedT. Rowe Price New Horizons Fund, Inc. | $2.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.