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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,423 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,894 |
SPECTRUM INVESTMENT ADVISORS8 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $18,782 |
28 funds of $250K or more; 21 lines in all, holding $54.4M of the plan's $54.7M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $11.6M | 21.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $6.6M | 12.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.7M | 10.4% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $5.4M | 9.8% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund | $4.0M | 7.4% |
| Maturity Value Cost Value Mutual funds: American Manager not matched · Mutual fund | $3.7M | 6.8% |
| Baird Aggregate Bond Fund Institutional Baird · Mutual fund | $2.5M | 4.6% |
| Empower i Guara Empower · Insurance contract Recordkeeper's own fund | $2.5M | 4.5% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $2.0M | 3.6% |
| First Eagle Global Fund Class R6 First Eagle · Mutual fund | $1.8M | 3.2% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.