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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DAVIS BACON PENSION PLANS Service code 13 PO BOX 636 · SNOHOMISH, WA 98291 | Contract Administrator | $21,382 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $16,439 |
7 funds of $250K or more; 28 lines in all, holding $6.0M of the plan's $6.1M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street American Fund Hybrid 2055 Trust CL 2 State Street (SSgA) · Collective trust | $1.0M | 17.1% |
| State Street American Fund Hybrid 2045 Trust CL 2 State Street (SSgA) · Collective trust | $1.0M | 16.9% |
| State Street American Fund Hybrid 2025 Trust CL 2 State Street (SSgA) · Collective trust | $758K | 12.6% |
| MetLife Stable Value Solutions Fund - Class J MetLife · Insurance contract | $706K | 11.7% |
| State Street American Fund Hybrid 2035 Trust CL 2 State Street (SSgA) · Collective trust | $705K | 11.7% |
| BlackRock Equity Index 1 BlackRock · Collective trust Index | $329K | 5.5% |
| State Street American Fund Hybrid Income Trust CL 2 State Street (SSgA) · Collective trust | $271K | 4.5% |
| BlackRock U.S. Debt Index Cl 1 BlackRock · Collective trust Index | $215K | 3.6% |
| BlackRock EAFE Equity Index 1 BlackRock · Collective trust Index | $159K | 2.6% |
| DFA Inflation-Protected Securities Portfolio - Institutional Class Dimensional · Mutual fund | $94K | 1.6% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.