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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,211 |
Filed as: ALLIANT INSURANCE SERVICES INC. DBA Service code 13 ALLIANT RETIREMENT · NEW YORK, NY 10178 | Contract Administrator | $56,487 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,475 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 13 | Contract Administrator | $12,434 |
15 funds of $250K or more; 24 lines in all, holding $28.1M of the plan's $28.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $21.2M | 75.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 9.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $570K | 2.0% |
| Fully Benefit-Responsive Investment Contract EI Fixed Account - Series Class I Manager not matched · Insurance contract | $496K | 1.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $423K | 1.5% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $417K | 1.5% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund | $391K | 1.4% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $338K | 1.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $265K | 0.9% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $203K | 0.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
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.