Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 55 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Other Commissions | $14,307 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,164 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $383 |
13 funds of $250K or more; 16 lines in all, holding $16.2M of the plan's $17.4M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Guaranteed Income Fund Manager not matched · Insurance contract | $3.7M | 23.0% |
| Pgim Quant Solutions Large-CAP Index Fund Class Z Prudential (PGIM) · Mutual fund Index | $1.9M | 11.9% |
| Pgim Quant SOL LG Cap Core Eq (Is Pltfm) Prudential (PGIM) · Other | $1.9M | 11.8% |
| Lg Cap GRW II (MGD By Alliance Bernstein) AllianceBernstein · Other | $1.5M | 9.0% |
| Pgim Total Return Bond Fund Class Z Prudential (PGIM) · Mutual fund | $1.3M | 8.0% |
| International Blend II (Managed by MFS) MFS (Sun Life) · Mutual fund | $1.1M | 7.0% |
| SA/Invesco Small Cap Growth Strategy Invesco · Mutual fund | $1.1M | 7.0% |
| Nomura Science and Technology Fund Class A Macquarie / Nomura · Mutual fund Possible retail class A | $1.1M | 6.5% |
| Large Cap Value / LSV Asset Management LSV Asset Management · Other | $714K | 4.4% |
| Invesco Discovery Mid Cap Growth Fund Class A Invesco · Mutual fund Possible retail class A | $433K | 2.7% |
Added 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPgim Quant Solutions Large-CAP Index Fund Class Z | $1.9M |
| Share class changePgim Total Return Bond Fund (Instl) to Pgim Total Return Bond Fund Class Z | $1.0M to $1.3M |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.