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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $28,597 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $13,554 |
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 | $0 |
14 funds of $250K or more; 29 lines in all, holding $23.2M of the plan's $24.7M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Managed Blend Decum I Manager not matched · Other | $2.5M | 10.8% |
| Putnam Retirement ADV 2050 X Franklin Templeton · Mutual fund | $2.3M | 10.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund | $2.2M | 9.3% |
| Managed Equity Accum Manager not matched · Other | $2.1M | 9.2% |
| Putnam Retirement ADV 2040 X Franklin Templeton · Mutual fund | $2.1M | 9.1% |
| Managed Blend Accum I Manager not matched · Other | $2.1M | 9.1% |
| Putnam Retirement ADV 2045 X Franklin Templeton · Mutual fund | $1.8M | 7.7% |
| Putnam Retirement ADV 2055 X Franklin Templeton · Mutual fund | $1.7M | 7.5% |
| Putnam Retirement ADV 2035 X Franklin Templeton · Mutual fund | $1.7M | 7.4% |
| Managed Equity Decum Manager not matched · Other | $1.2M | 5.3% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.