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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 | $44,634 |
Service code 13 PO BOX 735399 · DALLAS, TX 753735399 | Contract Administrator | $29,228 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $7,580 |
10 funds of $250K or more; 33 lines in all, holding $9.1M of the plan's $9.2M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| AMI Domestic Equity Manager not matched · Collective trust | $2.1M | 23.1% |
| American Century RD Hybrid 2035 CL 2 American Century · Collective trust | $995K | 10.9% |
| AMI Core Fixed Income Manager not matched · Collective trust | $818K | 9.0% |
| AMI International Equity Manager not matched · Collective trust | $701K | 7.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $583K | 6.4% |
| American Century RD Hybrid 2030 CL 2 American Century · Collective trust | $507K | 5.6% |
| AMI Income Manager not matched · Collective trust | $484K | 5.3% |
| American Century RD Hybrid 2055 CL 2 American Century · Collective trust | $366K | 4.0% |
| American Century RD Hybrid 2045 CL 2 American Century · Collective trust | $299K | 3.3% |
| American Century RD Hybrid 2040 CL 2 American Century · Collective trust | $273K | 3.0% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedAmerican Century RD Hybrid 2025 CL 2 | $352K |
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.