Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $46,178 |
HUB INTERNATIONAL4 years Filed as: HUB INVESTMENT ADVISORS Service code 27 11516 MIRACLE HILLS DR STE 100 · OMAHA, NE 68154 | Advisory (Plan) | $33,989 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS, INC. DBA FUTUREP Service code 13 | Contract Administrator | $10,000 |
ASCENSUS LLC5 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 · EIN 82-3719843 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $8,841 |
10 funds of $250K or more; 13 lines in all, holding $17.7M of the plan's $18.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 96% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $16.9M | 95.5% |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $182K | 1.0% |
| Smallcap World Fund INC Class R-6 Capital Group · Mutual fund | $170K | 1.0% |
| American American Smallcap Growth Fund Capital Group · Mutual fund | $166K | 0.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $99K | 0.6% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $45K | 0.3% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund | $36K | 0.2% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $29K | 0.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $25K | 0.1% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $23K | 0.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.