Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP1 year Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $38,325 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,068 |
EMPOWER ADVISORY GROUP, LLC4+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,402 |
5 funds of $250K or more; 26 lines in all, holding $3.4M of the plan's $3.4M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| INTSPI4 Manager not matched · Other | $631K | 18.7% |
| 135trps5 Manager not matched · Other | $363K | 10.7% |
| 150TRPS Manager not matched · Other | $320K | 9.5% |
| 155TRPS Manager not matched · Other | $276K | 8.2% |
| 130TRPS Manager not matched · Other | $262K | 7.8% |
| 145trps5 Manager not matched · Other | $219K | 6.5% |
| 140TRPS Manager not matched · Other | $204K | 6.0% |
| INTACT4 Manager not matched · Other | $174K | 5.2% |
| 165TRPS Manager not matched · Other | $146K | 4.3% |
| 160TRPS Manager not matched · Other | $130K | 3.8% |
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.