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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,830 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $14,580 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $35 |
19 funds of $250K or more; 23 lines in all, holding $35.7M of the plan's $36.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $24.1M | 67.4% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $2.9M | 8.0% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $2.5M | 7.1% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund Index | $842K | 2.4% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $761K | 2.1% |
| Putnam Large Cap Value Trust Franklin Templeton · Collective trust | $644K | 1.8% |
| Fidelity Diversified International Fund Fidelity (FMR) · Mutual fund | $523K | 1.5% |
| Cohen & Steers Real Estate Securities Fund Cohen & Steers · Mutual fund | $421K | 1.2% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $417K | 1.2% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $323K | 0.9% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.