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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, CO 80111 | Recordkeeping Fees | $20,242 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 1100 SUPERIOR AVE · CLEVELAND, OH 44114 | Advisory (Plan) | $15,000 |
BLUE RIDGE ESOP ASSOCIATES4 years Filed as: BLUE RIDGE TOPCO LLC DBA BLUE RIDGE Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $10,287 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,029 |
8 funds of $250K or more; 13 lines in all, holding $7.3M of the plan's $7.4M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $4.9M | 67.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $887K | 12.2% |
| Massachusetts Investors Growth Stock Fund MFS (Sun Life) · Mutual fund | $260K | 3.6% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $241K | 3.3% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $178K | 2.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $153K | 2.1% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $148K | 2.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $131K | 1.8% |
| MFS International Growth Fund MFS (Sun Life) · Mutual fund | $99K | 1.4% |
| Vanguard Explorer Fund Vanguard · Mutual fund | $75K | 1.0% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.