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| Provider | Service type | Compensation |
|---|---|---|
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 | $39,234 |
Service code 27 11300 W OLYMPIC BLVD STE 800 · LOS ANGELES, CA 90064 | Advisory (Plan) | $27,097 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,923 |
MIRACLE MILE ADVISORS LLC4 years Service code 27 11300 OLYMPIC BLVD UNIT 800 · LOS ANGELES, CA 90064 | Advisory (Plan) | $7,748 |
13 funds of $250K or more; 20 lines in all, holding $10.7M of the plan's $10.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $6.2M | 57.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 12.3% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $540K | 5.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $515K | 4.8% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $387K | 3.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $328K | 3.1% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $243K | 2.3% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund Index | $212K | 2.0% |
| State Street Nasdaq-100 Index NL Cl C State Street (SSgA) · Collective trust Index | $160K | 1.5% |
| Empower U.S. Government Securities Fund Institutional Class Empower · Mutual fund Recordkeeper's own fund | $154K | 1.4% |
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.