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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $60,000 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,681 |
21 funds hold $121M of the plan's $125M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Individually directed accounts Manager not matched · Other | $17.6M | 14.6% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $14.7M | 12.2% |
| JPMorgan Large Cap Growth Fund Class I JPMorgan · Separate account | $11.9M | 9.8% |
| Columbia Trust Dividend Income Fund CAP Ameriprise (Columbia Threadneedle) · Collective trust | $11.2M | 9.3% |
| Intnl Blend (Sub-Adv by Wellington Mgmt) Wellington · Insurance contract | $9.3M | 7.7% |
| Empower Guaranteed Income Fund Empower · Insurance contract Recordkeeper's own fund | $7.7M | 6.4% |
| U.S. Vector Equity Portfolio - Institutional Class Dimensional · Mutual fund | $6.4M | 5.3% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $6.1M | 5.1% |
| Blackrock 80/20 Target Allocation Fund Institutional Shares BlackRock · Mutual fund | $5.7M | 4.8% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $4.9M | 4.0% |
Dropped 1 fund, likely replaced 2 funds. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeJPMorgan Large Cap Growth Fund Class R6 to JPMorgan Large Cap Growth Fund Class I | $11.4M to $11.9M |
| DroppedTHE Hartford International Opportunities Fund Class R6 | $8.2M |
| Share class changeVanguard Total International Stock Index Fund Admiral Shares to Vanguard Total International Stock Index Fund Institutional Shares | $4.4M to $6.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
The auditor signed off without reservation. This is the cleanest opinion.