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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,534 |
Service code 27 2050 MAIN ST STE 510 · IRVINE, CA 92614 | Advisory (Plan) | $28,774 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 27 LOCKBOX 28025 · CHICAGO, IL 60673 | Advisory (Plan) | $25,831 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,018 |
20 funds of $250K or more; 18 lines in all, holding $40.1M of the plan's $43.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $31.0M | 77.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.2M | 7.9% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $1.4M | 3.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $782K | 2.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $761K | 1.9% |
| Collateral, Value Cost Val Manager not matched · Other | $525K | 1.3% |
| Large Cap Growth Fund II Fee Class R1 Manager not matched · Collective trust | $501K | 1.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $494K | 1.2% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $330K | 0.8% |
| Large Cap Value Fund Class R1 Manager not matched · Collective trust | $308K | 0.8% |
Added 6 funds, dropped 5 funds.
| Fund | Year-end value |
|---|---|
| AddedFidelity Mid Cap Index Fund | $782K |
| AddedFidelity International Index Fund | $761K |
| DroppedNorthern Global Sustainability Index K | $613K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.