Filings through .
Filed January 22, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
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 | $35,003 |
KESTRA FINANCIAL8 years Filed as: KESTRA INVESTMENT SERVICES LLC Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $33,873 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,736 |
16 funds of $250K or more; 18 lines in all, holding $11.3M of the plan's $11.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 7 vintages | $4.0M | 35.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 17.5% |
| JPMorgan Growth Advantage Fund Class R6 JPMorgan · Mutual fund | $1.4M | 12.2% |
| Guaranteed Investment Account Manager not matched · Insurance contract | $815K | 7.2% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $452K | 4.0% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $424K | 3.7% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $376K | 3.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $370K | 3.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $302K | 2.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $254K | 2.2% |
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.