Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $47,954 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,168 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $28,652 |
Filed as: SCHNEIDER DOWNS & CO INC Service code 10 ONE PPG PL STE 1700 · PITTSBURGH, PA 15222 | Accounting | $17,250 |
21 funds hold $21.5M of the plan's $22.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $4.5M | 20.8% |
| Harbor Capital Appreciation Retirement Harbor Capital · Other | $1.8M | 8.5% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $1.8M | 8.4% |
| New World Fund (R6) Capital Group · Mutual fund Possible retail class A | $1.7M | 7.8% |
| MidCap Account (R6) Principal · Mutual fund Possible retail class A | $1.6M | 7.3% |
| Goldman Sachs Stable Value CIT Inv Cl 1 Goldman Sachs · Stable value Stable value | $1.6M | 7.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $1.4M | 6.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $1.4M | 6.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $1.2M | 5.4% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund Possible retail class A | $705K | 3.3% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.