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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $34,691 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,644 |
SAMUEL GOLDSTEIN & CO PC7 years Service code 10 150 GREAT NECK RD STE 202 · GREAT NECK, NY 110213309 | Accounting | $13,043 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
21 funds of $250K or more; 25 lines in all, holding $33.9M of the plan's $34.6M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vfiax Manager not matched · Other | $5.9M | 17.4% |
| Iparcx Manager not matched · Other | $3.9M | 11.4% |
| Irrgsx Manager not matched · Other | $3.8M | 11.3% |
| Peyax Manager not matched · Other | $3.2M | 9.5% |
| Parfx Manager not matched · Other | $2.7M | 8.1% |
| Pardx Manager not matched · Other | $2.4M | 7.1% |
| 1VIMGX Manager not matched · Other | $1.4M | 4.1% |
| Vimax Manager not matched · Other | $977K | 2.9% |
| Parbx Manager not matched · Other | $906K | 2.7% |
| Itrryx Manager not matched · Other | $854K | 2.5% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.