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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $84,691 |
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 | $75,217 |
Filed as: FIDUCIARY ADVISORS INC Service code 27 12813 FLUSHING MEADOWS DR · ST LOUIS, MO 63131 | Advisory (Plan) | $29,999 |
23 funds of $250K or more; 14 lines in all, holding $88.9M of the plan's $90.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $37.2M | 41.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.9M | 10.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.8M | 9.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.7M | 9.8% |
| MetLife Guaranteed Account MetLife · Insurance contract | $6.2M | 7.0% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.1M | 5.7% |
| Vanguard Mid Capitalization Index ADM Vanguard · Mutual fund Index | $2.7M | 3.0% |
| Janus Henderson Balanced Fund Class I Janus Henderson · Mutual fund | $2.6M | 2.9% |
| BlackRock Income Fund Institutional Shares BlackRock · Mutual fund | $2.1M | 2.4% |
| DFA US Small Cap I Fund Dimensional · Mutual fund | $1.9M | 2.1% |
No lineup changes between the 2024 and 2025 filings.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.