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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,854 |
ROTHSCHILD ASSET MANAGEMENT6 years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 311 S WACKER DR #5900 · CHICAGO, IL 60606 | Advisory (Plan) | $12,500 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,220 |
23 funds of $250K or more; 21 lines in all, holding $21.2M of the plan's $21.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $8.5M | 39.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.7M | 17.5% |
| Interest Accumulation Account Mutual of America · Other | $1.5M | 6.9% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.3M | 6.1% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $719K | 3.4% |
| Equity Index Fund Mutual of America · Mutual fund Index | $625K | 2.9% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $597K | 2.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $587K | 2.8% |
| Fidelity Mid Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $529K | 2.5% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $518K | 2.4% |
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.
The auditor signed off without reservation. This is the cleanest opinion.