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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INS. CO. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $86,835 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $48,003 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 · EIN 82-3719843 FUTUREPLAN ADMINISTRATIV · SAN DIEGO, CA 92101 | Contract Administrator | $44,561 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,539 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS-KRAVITZ Service code 13 · EIN 82-3719843 | Contract Administrator | $833 |
14 funds of $250K or more; 24 lines in all, holding $17.1M of the plan's $17.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $12.1M | 70.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 8.0% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $910K | 5.3% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $470K | 2.7% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $469K | 2.7% |
| Empower Key Guaranteed Portfol Empower · Insurance contract Recordkeeper's own fund | $342K | 2.0% |
| Vanguard Small-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $295K | 1.7% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $152K | 0.9% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $149K | 0.9% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $141K | 0.8% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.