Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Service code 27 55 WALKERS BROOK DR STE 100 · READING, MA 01867 | Advisory (Plan) | $32,461 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,478 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,679 |
16 funds of $250K or more; 17 lines in all, holding $16.0M of the plan's $16.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $8.7M | 54.3% |
| Blackrock Equity Index Fund R BlackRock · Collective trust Index | $2.2M | 14.0% |
| Blue Chip Fund R-6 Principal · Mutual fund | $1.3M | 7.9% |
| BlackRock EAFE Equity Index Fund CL R BlackRock · Collective trust Index | $635K | 4.0% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $458K | 2.9% |
| Blackrock Russell 2000 Index Fund R BlackRock · Collective trust Index | $445K | 2.8% |
| Blackrock Mid Cap Equity Index Fund R BlackRock · Collective trust Index | $409K | 2.6% |
| Fully Benefit-Responsive Investment Contracts: Empower Annuity Insurance Company of America Empower · Insurance contract Recordkeeper's own fund | $373K | 2.3% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund Index | $360K | 2.3% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $344K | 2.2% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.