Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
OFG FINANCIAL SERVICES INC5 years Service code 27 · EIN 48-0759751 120 SE 6TH TOWNSITE PLZA · TOPEKA, KS 66603 | Advisory (Plan) | $39,159 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,105 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 · EIN 13-3180178 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $9,067 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,457 |
16 funds of $250K or more; 25 lines in all, holding $11.6M of the plan's $12.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $3.4M | 29.1% |
| Growth Fund OF America Capital Group · Mutual fund | $1.6M | 14.0% |
| Blackrock 60/40 Target Allocation Fund Class K BlackRock · Mutual fund | $1.2M | 10.5% |
| American Funds Washington Mutual Capital Group · Mutual fund | $1.1M | 9.1% |
| New Perspective Fund Capital Group · Mutual fund | $853K | 7.4% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $751K | 6.5% |
| American Funds Capital World G/I Capital Group · Mutual fund | $641K | 5.5% |
| Pgim Jennison Growth Q Mutual fund Prudential (PGIM) · Mutual fund | $495K | 4.3% |
| Smallcap World Fund Inc Capital Group · Mutual fund | $393K | 3.4% |
| American Funds Capital Income Bldr Capital Group · Mutual fund | $255K | 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.
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.