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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 27 PO BOX 829709 · PHILADELPHIA, PA 19182 | Advisory (Plan) | $35,274 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,092 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,543 |
14 funds of $250K or more; 15 lines in all, holding $16.0M of the plan's $16.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $3.2M | 20.0% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $3.2M | 19.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.6M | 16.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 13.9% |
| maturity date, rate of Fixed Annuity Contract: Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $1.1M | 6.6% |
| American Funds Intl Gr and Inc Capital Group · Mutual fund | $942K | 5.9% |
| Western Asset Core Bond Fund Franklin Templeton · Mutual fund | $770K | 4.8% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $763K | 4.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $521K | 3.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $338K | 2.1% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity 500 Index Fund | $2.6M |
| DroppedFidelity S00 Index Fund | $2.0M |
| AddedAmerican Funds Intl Gr and Inc | $942K |
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.
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.