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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,534 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,098 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN PLLC Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $14,750 |
23 funds of $250K or more; 15 lines in all, holding $97.8M of the plan's $98.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $24.6M | 25.1% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $22.8M | 23.3% |
| Vanguard Explorer Fund Vanguard · Mutual fund | $9.5M | 9.8% |
| Vanguard Windsor Fund Vanguard · Mutual fund | $6.4M | 6.6% |
| Vanguard Cash Reserves Federal Money Market Fund Vanguard · Money market | $5.9M | 6.1% |
| Vanguard Wellington Fund Vanguard · Mutual fund | $5.9M | 6.1% |
| Vanguard U.S. Growth Fund Vanguard · Mutual fund | $5.6M | 5.8% |
| Vanguard International Growth Fund Vanguard · Mutual fund | $4.3M | 4.4% |
| Vanguard Retirement Savings Trust Vanguard · Stable value Stable value | $3.9M | 4.0% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $2.7M | 2.8% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.