Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $34,338 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,184 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,715 |
13 funds of $250K or more; 17 lines in all, holding $18.4M of the plan's $18.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $14.3M | 77.6% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $924K | 5.0% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $654K | 3.6% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $520K | 2.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $420K | 2.3% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $299K | 1.6% |
| Janus Henderson Felxible Bond N Janus Henderson · Mutual fund | $183K | 1.0% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $180K | 1.0% |
| Vanguard Windsor Fund Admiral Shares Vanguard · Mutual fund | $165K | 0.9% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $162K | 0.9% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeAmerican Funds 2035 Target Date Retirement Fund Class R-6 to American Funds Target Date Income Fund | $13.0M to $14.3M |
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.