Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,894 |
MAP RETIREMENT, INC.8+ years Filed as: MAP RETIREMENT INC. Service code 13 · EIN 83-3030706 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Contract Administrator | $3,700 |
6 funds of $250K or more; 4 lines in all, holding $5.4M of the plan's $6.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, other, 100% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Separate account Target-date, 12 vintages | $5.4M | 99.6% |
| American Fixed Income Account Capital Group · Insurance contract | $17K | 0.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $6K | 0.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $541 | <0.1% |
Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| Other vehicle moveAmerican Funds 2035 Target Date Retirement Fund to American Funds Target Date 2035mutual fund to separate account | $4.7M to $5.4M |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.