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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $82,433 |
Filed as: THRIVENT INVESTMENT MANAGEMENT INC Service code 55 600 PORTLAND AVE S · MINNEAPOLIS, MN 55415 | Other Commissions | $20,948 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 55 | Other Commissions | $14,770 |
Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 13 4949 WESTTOWN PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $12,891 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Other Commissions | $0 |
13 funds of $250K or more; 21 lines in all, holding $9.1M of the plan's $9.1M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $3.6M | 40.0% |
| Janus Henderson Global Tech Innovation N Janus Henderson · Mutual fund | $1.1M | 12.4% |
| NEW World Fund INC Class R-3 Capital Group · Mutual fund Possible retail class R3 | $849K | 9.3% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $805K | 8.8% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $585K | 6.4% |
| U.S. Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $431K | 4.7% |
| Empower S&P 500 Index Fund Institutional Class Empower · Mutual fund IndexRecordkeeper's own fund | $369K | 4.0% |
| MFS Global Equity R6 Fund MFS (Sun Life) · Mutual fund | $181K | 2.0% |
| Fidelity Growth & Income Portfolio Class K Fidelity (FMR) · Mutual fund | $145K | 1.6% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $133K | 1.5% |
Added 3 funds, dropped 2 funds. Moved to another target-date series. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Target-date switchEmpower Lifetime 2055 Fund Service Class to Fidelity Advisor Freedom 2045 Fund Class K6 | $2.4M to $3.6M |
| AddedJanus Henderson Global Tech Innovation N | $1.1M |
| Share class changeMFS Growth Fund R3 to MFS Growth Fund R6 | $650K to $805K |
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.)
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.