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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 | $80,117 |
UBS FINANCIAL SERVICES INC8 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $57,668 |
MILLER, WELLE, HEISER & CO, LTD11+ years Service code 10 4170 THIELMAN LN SUITE 101 · ST. CLOUD, MN 56302 | Accounting | $7,500 |
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 |
22 funds of $250K or more; 18 lines in all, holding $48.8M of the plan's $49.9M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $9.5M | 19.5% |
| Ishares S&P 500 Index A BlackRock · ETF Index | $6.3M | 12.9% |
| Eupac Fund Class R-4 Capital Group · Mutual fund | $5.4M | 11.1% |
| Annuity Contract Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $5.4M | 11.0% |
| American Funds Growth Fund of Amer R4 Capital Group · Mutual fund | $4.8M | 9.9% |
| PIMCO Total Return Fund (Admiral) PIMCO (Allianz) · Mutual fund | $2.4M | 4.9% |
| T. Rowe Price Equity Income Adv T. Rowe Price · Mutual fund | $2.4M | 4.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 4.4% |
| Nuveen Small Cap Select Fund Class I TIAA (Nuveen) · Mutual fund | $1.8M | 3.6% |
| Neuberger Strategic Income Fund Institutional Class Neuberger Berman · Mutual fund | $1.5M | 3.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.