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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,141 |
LPL FINANCIAL11+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $23,542 |
12 funds of $250K or more; 23 lines in all, holding $9.1M of the plan's $9.5M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Fund OF America Capital Group · Mutual fund | $2.2M | 24.6% |
| Putnam Large Cap Value Trust Franklin Templeton · Collective trust | $1.0M | 11.2% |
| Eupac Fund Capital Group · Mutual fund | $815K | 9.0% |
| American Funds 2030 Fund Capital Group · Mutual fund | $680K | 7.5% |
| American Funds 2045 Fund Capital Group · Mutual fund | $626K | 6.9% |
| American Funds Washington Mutual Fund Capital Group · Mutual fund | $540K | 5.9% |
| American Funds 2040 Fund Capital Group · Mutual fund | $386K | 4.2% |
| Clearbridge Small Cap Growth CIT Franklin Templeton · Collective trust | $331K | 3.6% |
| American Funds 2035 Fund Capital Group · Mutual fund | $328K | 3.6% |
| Franklin Income Fund Franklin Templeton · Mutual fund | $325K | 3.6% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.