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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 37 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Loan Processing | $124,736 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $58,642 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,336 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 P O BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $9,556 |
PASI, LLC9 years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $5,968 |
22 funds of $250K or more; 23 lines in all, holding $28.3M of the plan's $29.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $16.7M | 58.8% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $2.5M | 8.6% |
| Putnam Large Cap Growth Fund Class R6 Franklin Templeton · Mutual fund | $1.4M | 5.0% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price · Mutual fund | $1.1M | 4.0% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $1.1M | 3.7% |
| Nuveen Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $985K | 3.5% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $894K | 3.2% |
| iShares MSC! EAFE Intl Index K BlackRock · ETF Index | $718K | 2.5% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $600K | 2.1% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $402K | 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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.