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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $62,375 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,370 |
15 funds of $250K or more; 24 lines in all, holding $19.8M of the plan's $20.2M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $7.8M | 39.5% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $3.6M | 18.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.4M | 12.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.0M | 10.0% |
| Federated Hermes Government Obligation Advisor Federated Hermes · Other | $943K | 4.8% |
| BlackRock Technology Opportunities Fund Class K BlackRock · Mutual fund | $511K | 2.6% |
| ClearBridge International Growth A Fund Franklin Templeton · Mutual fund | $392K | 2.0% |
| American Balanced Fund Capital Group · Mutual fund | $350K | 1.8% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $349K | 1.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $292K | 1.5% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.