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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $132,552 |
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $55,447 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,934 |
WEYRICH, CRONIN & SORRA, LLC4 years Filed as: WEYRICH, CRONIN & SORRA LLC Service code 99 1301 YORK RD STE 800 · LUTHERVILLE, MD 21093 | Other Fees | $7,500 |
CBIZ INVESTMENT ADVISORY SERVICES11+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 99 28264 NETWORK PL · CHICAGO, IL 60673 | Other Fees | $2,500 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 99 PO BOX 632886 · CINCINNATI, OH 45263 | Other Fees | $2,486 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Other Fees | $631 |
32 funds of $250K or more; 28 lines in all, holding $74.2M of the plan's $80.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Putnam Retirement Advantage, collective trust, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $16.4M | 22.1% |
| Putnam Large Cap Growth Class R Franklin Templeton · Collective trust | $7.4M | 9.9% |
| Putnam Retirement Advantage Franklin Templeton · Collective trust Target-date, 8 vintages | $6.2M | 8.4% |
| American Moderate Allocation FD CL1 Manager not matched · Collective trust | $5.2M | 7.0% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.2M | 7.0% |
| American Aggressive Allocation Fund Class 1 Manager not matched · Collective trust | $4.4M | 5.9% |
| Large Cap Value Fund Class R1 Manager not matched · Collective trust | $4.3M | 5.8% |
| Empower International Value Fund Institutional Class Empower · Mutual fund Recordkeeper's own fund | $3.4M | 4.6% |
| Alta Federated MDT Small Cap Core Federated Hermes · Collective trust | $2.7M | 3.6% |
| American Conservative Allocation FD CL 1 Manager not matched · Collective trust | $2.3M | 3.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.