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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,332 |
SOUTH-WEST INS AGENCY INC6 years Service code 27 220 WOOD AVE E · BIG STONE GAP, VA 242192822 | Advisory (Plan) | $4,857 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $374 |
2 funds of $250K or more; 23 lines in all, holding $1.5M of the plan's $2.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 91% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 8 vintages | $1.4M | 90.6% |
| Fixed Annuities Fixed Investment Account Manager not matched · Insurance contract | $29K | 1.9% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $20K | 1.3% |
| American New World Fund R6 Capital Group · Mutual fund | $15K | 1.0% |
| Capital World Growth & Income Fund Class R-6 Capital Group · Mutual fund | $12K | 0.8% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $9K | 0.6% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $8K | 0.5% |
| iShares U.S. Aggregate Bond Index Fund Class K Shares BlackRock · ETF Index | $7K | 0.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $6K | 0.4% |
| American Funds Wash Mut Inv R6 Capital Group · Mutual fund | $6K | 0.4% |
Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| Other vehicle moveMm Select Trowe Pr Retire I (money market, I) to T. Rowe Price Retirement 2035 Fundmoney market to mutual fund | $1.2M to $1.4M |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.