Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $26,494 |
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 | $25,216 |
RSM US LLP7 years Filed as: MCGLADREY LLP Service code 99 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $21,525 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,610 |
13 funds hold $8.7M of the plan's $8.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $4.4M | 50.4% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $856K | 9.9% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $736K | 8.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $617K | 7.1% |
| John Hancock Disciplined Value Mid Cap Fund Class R6 John Hancock (Manulife) · Mutual fund | $463K | 5.4% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $379K | 4.4% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $336K | 3.9% |
| American Funds Capital Group · Mutual fund | $259K | 3.0% |
| Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $234K | 2.7% |
| AllianceBernstein Small Cap Growth Z AllianceBernstein · Other | $145K | 1.7% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmerican Funds | $259K |
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.