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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $22,166 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,954 |
TANNER LLC1 year Service code 10 36 S STATE ST STE 600 · SALT LAKE CITY, UT 84111 | Accounting | $9,230 |
6 funds of $250K or more; 24 lines in all, holding $6.3M of the plan's $6.3M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1PTRX55 Manager not matched · Other | $1.8M | 28.9% |
| 1PTRX60 Manager not matched · Other | $1.3M | 21.1% |
| 1PTRX50 Manager not matched · Other | $871K | 13.9% |
| Fxaix Manager not matched · Other | $616K | 9.8% |
| 1WT1GRI Manager not matched · Other | $397K | 6.3% |
| 1PTRX45 Manager not matched · Other | $358K | 5.7% |
| 1PTRX35 Manager not matched · Other | $240K | 3.8% |
| 1PTRX40 Manager not matched · Other | $207K | 3.3% |
| 1PTRX65 Manager not matched · Other | $94K | 1.5% |
| Fssnx Manager not matched · Other | $94K | 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.