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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $82,042 |
COOK STREET CONSULTING8 years Filed as: COOK STREET CONSULTING INC Service code 27 5299 DTC BLVD · GREENWOORD VILLAGE, CO 80111 | Advisory (Plan) | $56,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48,242 |
BROCK AND COMPANY8 years Filed as: BROCK AND COMPANY CPAS PC Service code 10 4940 PEARL E CIRCLE SUITE 300 · BOULDER, CO 80301 | Accounting | $23,839 |
BERRY DUNN1 year Filed as: BERRY & TUDOR PC Service code 29 5123 VIRGINIA WY STE B 23 · BRENTWOOD, TN 37027 | Legal | $2,681 |
SHERMAN & HOWARD10+ years Filed as: SHERMAN & HOWARD LLC Service code 29 633 17TH STREET STE 3000 · DENVER, CO 80202 | Legal | $210 |
26 funds of $250K or more; 17 lines in all, holding $74.3M of the plan's $77.5M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $22.4M | 30.1% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $20.0M | 26.9% |
| Current Common Collective Trust: Wells Manager not matched · Collective trust | $6.9M | 9.3% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $5.8M | 7.8% |
| Oakmark EQ & Inc R6 Natixis IM · Mutual fund | $3.6M | 4.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $2.4M | 3.3% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2.4M | 3.2% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 3.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 2.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 1.7% |
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.)
The auditor signed off without reservation. This is the cleanest opinion.