Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,583 |
ALLIANCE BERNSTEIN1 year Filed as: ALLIANCEBERNSTEIN L.P. Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $7,174 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $2,596 |
4 funds of $250K or more; 13 lines in all, holding $3.6M of the plan's $3.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $2.4M | 65.5% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $899K | 24.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $119K | 3.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $87K | 2.4% |
| Forfeitures Manager not matched · Other | $53K | 1.5% |
| BlackRock Inflation Protected Bond Portfolio Class K Shares BlackRock · Mutual fund | $38K | 1.0% |
| MidCap Fund (f/k/a MidCap Blend Fund) R-6 Principal · Mutual fund | $29K | 0.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $15K | 0.4% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $10K | 0.3% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $310 | <0.1% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.