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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 | $64,078 |
WELLTH ADVISORY SERVICES LLC2 years Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $36,955 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,226 |
18 funds of $250K or more; 17 lines in all, holding $15.8M of the plan's $16.0M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $9.1M | 57.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 9.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 8.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $537K | 3.4% |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class T. Rowe Price · Mutual fund | $506K | 3.2% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $393K | 2.5% |
| MFS New Discovery Value Fund R6 MFS (Sun Life) · Mutual fund | $349K | 2.2% |
| JPMorgan Small Cap Growth Fund Class R6 JPMorgan · Mutual fund | $344K | 2.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $281K | 1.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $273K | 1.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.