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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,863 |
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL SECURITIES INC Service code 55 711 HIGH ST · DES MOINES, IA 50392 | Other Commissions | $11,195 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
14 funds of $250K or more; 16 lines in all, holding $11.8M of the plan's $11.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $5.5M | 46.8% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 11.6% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $1.1M | 9.7% |
| Franklin International Equity Fund Franklin Templeton · Mutual fund | $880K | 7.5% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $678K | 5.8% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $549K | 4.7% |
| Nuveen Small Cap Blend Index Fund TIAA (Nuveen) · Mutual fund Index | $401K | 3.4% |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $255K | 2.2% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $172K | 1.5% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $139K | 1.2% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighFederated Hermes International Equity Fund to Franklin International Equity Fund | $690K to $880K |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.