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| Provider | Service type | Compensation |
|---|---|---|
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 | $106,854 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $41,044 |
21 funds of $250K or more; 19 lines in all, holding $35.5M of the plan's $36.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $12.2M | 34.3% |
| General Account Manager not matched · Insurance contract | $4.0M | 11.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.9M | 10.9% |
| GG Trust Fidelity Inst AM Core FI CIT CL U Fidelity (FMR) · Collective trust | $3.3M | 9.3% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $2.4M | 6.9% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.1M | 6.0% |
| FRS Putnam Lrg Cap Val Fund G1 Franklin Templeton · Collective trust | $2.1M | 5.8% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $1.8M | 5.1% |
| Jennison Large Cap Growth Prudential (PGIM) · Collective trust | $1.3M | 3.7% |
| MassMutual Small Cap Opportunities Fund Class R5 MassMutual · Mutual fund | $836K | 2.4% |
Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| Other vehicle moveLarge Cap Growth / Jennison Fund to Jennison Large Cap Growthseparate account to collective trust | $3.0M to $1.3M |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.