Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 · EIN 84-0467907 | Direct Payment | $182,288 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $35,000 |
MEKETA INVESTMENT GROUP7 years Filed as: MEKETA FIDUCIARY MANAGEMENT LLC Service code 27 · EIN 47-2126910 | Advisory (Plan) | $30,435 |
VAN IWAARDEN ASSOCIATES7 years Service code 49 840 LUMBER EXCHANGE BUILDING · MINNEAPOLIS, MN 554021010 | Other Services | $6,416 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $45 |
19 funds of $250K or more; 10 lines in all, holding $198M of the plan's $210M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: BlackRock LifePath Index, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 10 vintages | $140M | 70.8% |
| Insurance company general account: Empower Retirement, LLC : General Investment Account, contract value Empower · Insurance contract | $29.0M | 14.6% |
| Global Equity Fund CIT Manager not matched · Collective trust | $10.8M | 5.4% |
| Separate trust accounts: Empower Trust Company, LLC : BlackRock Equity Index S&P 500 BlackRock · Collective trust Index | $8.4M | 4.2% |
| Non: Empower Trust Company, LLC : Hormel Foods Corporation Stock Fund Empower · Separate account | $3.2M | 1.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 0.9% |
| Core Plus Bond Fund Manager not matched · Mutual fund | $1.7M | 0.9% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 0.6% |
| Global Equity Fund LSV Global Value LSV Asset Management · Mutual fund | $1.2M | 0.6% |
| BlackRock U.S. Debt Index BlackRock · Mutual fund Index | $769K | 0.4% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.