Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 401 S TRYON ST, 11TH FL · CHARLOTTE, NC 28081 | Advisory (Participants) | $57,290 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMER Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $18,192 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,504 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 15 · EIN 31-1299207 25 MERCHANT ST, STE 135 · CINCINNATI, OH 45246 | Recordkeeping | $12,220 |
16 funds of $250K or more; 18 lines in all, holding $15.8M of the plan's $16.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $10.2M | 64.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 7.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $747K | 4.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $667K | 4.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $480K | 3.0% |
| Funds held in insurance company general account: Empower Annuity Insurance Company of America Empower · Insurance contract Recordkeeper's own fund | $431K | 2.7% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $352K | 2.2% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $302K | 1.9% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $265K | 1.7% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $245K | 1.5% |
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 61,314 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.
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.