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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,051 |
MARINER WEALTH ADVISORS, LLC5 years Service code 27 5700 W 112TH STREET STE. 500 · OVERLAND PARKS, KS 66211 | Advisory (Plan) | $39,294 |
Service code 13 25 MERCHANT STREET, STE. 135 · CINCINNATI, OH 45246 | Contract Administrator | $6,718 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,529 |
13 funds hold $11.9M of the plan's $11.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $3.0M | 25.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 14.9% |
| Fully Benefit Responsive Guaranteed Interest Fund Manager not matched · Insurance contract | $1.5M | 12.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 11.4% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $1.3M | 11.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $629K | 5.3% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $571K | 4.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $539K | 4.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $381K | 3.2% |
| DFA Real Estate Securities Portfolio - Institutional Class Dimensional · Mutual fund | $274K | 2.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.