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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,068 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 55 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Other Commissions | $47,203 |
EVEREN SECURITIES INC2 years Service code 55 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Commissions | $15,734 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $13,823 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,448 |
21 funds hold $21.8M of the plan's $28.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 9 vintages | $5.6M | 25.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.6M | 16.7% |
| First Eagle Global A Manager not matched · Other | $1.9M | 8.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 7.2% |
| Putnam Large Cap Val Trust I Franklin Templeton · Collective trust | $1.3M | 6.0% |
| Putnam Large Cap Growth Fund Class Y Shares Franklin Templeton · Mutual fund | $984K | 4.5% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $901K | 4.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $772K | 3.5% |
| Oakmark Equity & Income Investor Manager not matched · Other | $735K | 3.4% |
| NEW Perspective Fund Class R-5 Capital Group · Mutual fund | $733K | 3.4% |
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 71,410 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.