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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $123,558 |
MARSH & MCLENNAN AGENCY LLC2 years Filed as: MMA SECURITIES LLC Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $55,000 |
Filed as: GILLIAM BELL MOSER LLP Service code 50 PO BOX 621 · BURLINGTON, NC 27216 | Direct Payment | $9,463 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,356 |
22 funds of $250K or more; 16 lines in all, holding $58.7M of the plan's $60.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Par, or Maturity Value Cost Value Collective Investment Trust Manager not matched · Collective trust | $11.7M | 20.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.0M | 13.7% |
| Growth Fund R6 Class American Century · Mutual fund | $6.3M | 10.6% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $6.0M | 10.3% |
| American Funds US Government Sec R6 Capital Group · Mutual fund | $5.6M | 9.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $4.8M | 8.2% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $4.5M | 7.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 3.3% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $1.8M | 3.0% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 2.8% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.