Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $60,359 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,981 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD, CO 80111 | Investment Management | $18,787 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 910 E. ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $8,400 |
PRECISON PLAN ADMINISTRATION7 years Service code 13 PO BOX 9575 · WARNER ROBINS, GA 31095 | Contract Administrator | $5,250 |
24 funds of $250K or more; 28 lines in all, holding $35.5M of the plan's $36.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds American Balanced R6 Capital Group · Separate account | $8.0M | 22.6% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $5.5M | 15.6% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $5.2M | 14.6% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund | $4.0M | 11.3% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund | $1.5M | 4.1% |
| Eupac Fund Capital Group · Mutual fund | $1.2M | 3.5% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $1.0M | 2.9% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $1.0M | 2.9% |
| Guaranteed Investment Contract Great-West Life & Annuity Company Empower · Insurance contract Recordkeeper's own fund | $992K | 2.8% |
| New World Fund (R6) Capital Group · Mutual fund | $959K | 2.7% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.