Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $72,408 |
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 | $12,827 |
19 funds of $250K or more; 22 lines in all, holding $29.9M of the plan's $30.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, other, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Separate account Target-date, 8 vintages | $14.7M | 49.3% |
| e) Mutual Funds: Fidelity 500 Index Fidelity (FMR) · Mutual fund Index | $7.0M | 23.5% |
| JPMorgan International Equity Fund JPMorgan · Mutual fund | $1.3M | 4.5% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $983K | 3.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $872K | 2.9% |
| Putnam Large Cap Value Trust Franklin Templeton · Collective trust | $782K | 2.6% |
| Fidleity Emerging Markets Index Fund Manager not matched · Mutual fund Index | $661K | 2.2% |
| Fidelity Real Estate Index Fund Fidelity (FMR) · Mutual fund Index | $647K | 2.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $611K | 2.0% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $417K | 1.4% |
Added 3 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| Addede) Mutual Funds: Fidelity 500 Index | $7.0M |
| AddedFidleity Emerging Markets Index Fund | $661K |
| DroppedFidelity Emerging Markets Index Fund | $450K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 70,940 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.