Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
KESTRA FINANCIAL3 years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $25,082 |
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 | $10,894 |
11 funds of $250K or more; 28 lines in all, holding $10.0M of the plan's $10.6M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock Equity Index I BlackRock · Mutual fund Index | $2.9M | 28.9% |
| Wilmington IndexSelect Moderate 2035 Fund CL I Manager not matched · Mutual fund | $1.5M | 14.9% |
| Wilmington IndexSelect Moderate 2045 Fund CL I N/R Manager not matched · Mutual fund | $1.1M | 11.0% |
| Blackrock EAFE Equity Index I BlackRock · Collective trust Index | $754K | 7.5% |
| Wilmington IndexSelect Moderate 2055 Fund CL I Manager not matched · Mutual fund | $594K | 5.9% |
| Wilmington IndexSelect Growth 2055 Fund CL I Manager not matched · Mutual fund | $431K | 4.3% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $386K | 3.9% |
| Wilmington Large Cap Growth III CL II Great Gray · Other | $376K | 3.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $347K | 3.5% |
| BlackRock US Debt Index I BlackRock · Mutual fund Index | $313K | 3.1% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedWilmington Large Cap Growth Fund | $466K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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.
The auditor signed off without reservation. This is the cleanest opinion.