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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $224,893 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 99 PARK AVE 16TH FL · NEW YORK, NY 10016 | Advisory (Plan) | $53,500 |
Service code 99 PO BOX 735399 · DALLAS, TX 753735399 | Other Fees | -$8,793 |
16 funds of $250K or more; 11 lines in all, holding $171M of the plan's $223M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, collective trust, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Collective trust Target-date, 8 vintages | $139M | 81.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $9.0M | 5.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $6.7M | 3.9% |
| Port I Fidelity International Index Mutual Fund Fidelity (FMR) · Mutual fund Index | $6.0M | 3.5% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $3.3M | 1.9% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund | $2.6M | 1.5% |
| THE Hartford Strategic Income Fund Class R6 Hartford Funds · Mutual fund | $1.7M | 1.0% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $1.3M | 0.7% |
| The Gabelli U.S. Treasury Money Market Fund Westwood · Money market | $1.2M | 0.7% |
| PIMCO Int Bond (USD-Hedged) Inst PIMCO (Allianz) · Mutual fund | $169K | <0.1% |
Added 1 fund, dropped 12 funds, likely replaced 2 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchFidelity Freedom Index 2045 Fund Institutional Premium Class to BlackRock LifePath Index 2030 Trust | $102M to $139M |
| DroppedFidelity 500 Index Fund | $22.9M |
| DroppedT. Rowe Price All-Cap Opportunities Inv | $11.0M |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.