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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 | $189,702 |
KESTRA FINANCIAL9 years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $75,828 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,048 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $900 |
25 funds of $250K or more; 16 lines in all, holding $121M of the plan's $123M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $67.9M | 56.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $14.0M | 11.6% |
| Fidelity LargeE Cap Growth Index Fidelity (FMR) · Mutual fund Index | $9.5M | 7.9% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable value | $4.8M | 4.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $3.2M | 2.7% |
| State Street Global All Capital Equity State Street (SSgA) · Collective trust | $3.2M | 2.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $3.0M | 2.5% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $2.8M | 2.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $2.4M | 2.0% |
| Principal MidCap Institutional Principal · Mutual fund | $2.2M | 1.8% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.