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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $63,275 |
CLIFTONLARSONALLEN LLP3 years Filed as: LARSON ALLEN LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $5,134 |
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 | $0 |
13 funds hold $16.2M of the plan's $19.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 7 vintages | $10.6M | 65.4% |
| Empower Large Cap Growth Fund Empower · Insurance contract Recordkeeper's own fund | $2.0M | 12.2% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $1.0M | 6.4% |
| American Funds Fundamental Investors Class R-4 Capital Group · Mutual fund | $720K | 4.4% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $581K | 3.6% |
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 1 vintage | $513K | 3.2% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $454K | 2.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $143K | 0.9% |
| Invesco Comstock Fund Class R6 Invesco · Mutual fund | $80K | 0.5% |
| Capital World Bond Fund Class R-6 Capital Group · Mutual fund | $70K | 0.4% |
Dropped 1 fund, likely replaced 1 fund. Changed share class on 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedColumbia Large Cap Index Fund Class A | $2.5M |
| ReplacedHighMFS Growth Fund A to Empower Large Cap Growth Fund | $2.2M to $2.0M |
| Share class changeiShares Russell Mid-Cap Index A to iShares Russell Mid-Cap Index Fund Class K | $950K to $1.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.