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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $136,015 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $121,663 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,892 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $40 |
24 funds of $250K or more; 18 lines in all, holding $197M of the plan's $204M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 7 vintages | $63.5M | 32.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $32.4M | 16.5% |
| AB Large Cap Growth Adv AllianceBernstein · Other | $16.0M | 8.1% |
| date, rate of interest, collateral, par, or maturity Collective Trust Funds: Blackrock BlackRock · Collective trust | $10.1M | 5.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $8.7M | 4.4% |
| NEW World Fund INC Class R-4 Capital Group · Mutual fund | $8.3M | 4.2% |
| Metlife Stable Value Fund - GAC 25554 Class K MetLife · Insurance contract | $7.0M | 3.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $6.9M | 3.5% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $6.9M | 3.5% |
| JPMorgan Equity Income Fund Class R4 JPMorgan · Mutual fund | $6.5M | 3.3% |
Added 2 funds, dropped 4 funds. Moved 1 fund from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| Collective trust to mutual fundBlackRock LifePath Index (CIT, 15) to BlackRock LifePath Index 2055 Fund | $44.7M to $63.5M |
| DroppedAB Large Cap Growth Fund Inc | $15.2M |
| Addeddate, rate of interest, collateral, par, or maturity Collective Trust Funds: Blackrock | $10.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.