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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 | $134,897 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $59,396 |
SC&H ATTEST SERVICES, P.C.2 years Filed as: SC&H ATTEST SERVICES PC Service code 10 910 RIDGEBROOK RD · SPARKS, MD 21152 | Accounting | $25,950 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $25,218 |
28 funds of $250K or more; 21 lines in all, holding $105M of the plan's $107M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, collective trust, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 11 vintages | $55.5M | 53.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $15.8M | 15.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $8.1M | 7.7% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $5.2M | 5.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $3.2M | 3.0% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $2.0M | 1.9% |
| MFS International Equity Fund CL U MFS (Sun Life) · Mutual fund | $1.9M | 1.8% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 1.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 1.7% |
| Fidelity Emerging Markets Fund Fidelity Advisor Emerging Markets Fund: Class I Fidelity (FMR) · Mutual fund | $1.5M | 1.5% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.