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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 | $32,981 |
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MONIES, IA 50301 | Contract Administrator | $26,306 |
Filed as: INDEPENDENT RETIREMENT CONSULTING L Service code 13 · EIN 90-0451904 525 3RD STREET · LAKE OSWEGO, OR 97034 | Contract Administrator | $20,552 |
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP INC. Service code 27 PO BOX 4500 UNIT 38 · PORTLAND, OR 97208 | Advisory (Plan) | $13,747 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,252 |
Filed as: INDEPENDENT RETIREMENT CONSULTING, Service code 13 525 3RD STREET · LAKE OSWEGO, OR 97034 | Contract Administrator | $1,650 |
9 funds of $250K or more; 14 lines in all, holding $16.5M of the plan's $17.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 7 vintages | $14.7M | 88.8% |
| Fidelity 500 Index Fund Mutual Fund, Registered Investment Fidelity (FMR) · Mutual fund Index | $605K | 3.7% |
| 503-221-6200 instructions) Ste 300 Manager not matched · Other | $542K | 3.3% |
| Sign Here v Manager not matched · Other | $250K | 1.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $142K | 0.9% |
| Portland Manager not matched · Other | $97K | 0.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $68K | 0.4% |
| Fidelity US Sustainablility Bond Index Fidelity (FMR) · Mutual fund Index | $51K | 0.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $42K | 0.3% |
| Fidelity International Sustainability Index Fund Fidelity (FMR) · Mutual fund Index | $26K | 0.2% |
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Ftse Social Index Fund Admiral Shares | $405K |
| DroppedNew World Fund Inc | $343K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
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.