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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 | $39,817 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $21,383 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,008 |
14 funds of $250K or more; 15 lines in all, holding $8.6M of the plan's $9.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: JPMorgan SmartRetirement, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 9 vintages | $3.5M | 41.0% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $809K | 9.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $652K | 7.6% |
| Putnam Dynamic Asset Allocation Growth Fund Class R6 Franklin Templeton · Mutual fund | $516K | 6.0% |
| Pioneer Bond Fund: Class A Victory Capital · Mutual fund Possible retail class A | $462K | 5.4% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $444K | 5.2% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $394K | 4.6% |
| SSgA Russell Small Cap Index FD Class S State Street (SSgA) · Collective trust Index | $374K | 4.4% |
| Invesco Global Fund Class Y Invesco · Mutual fund | $284K | 3.3% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $207K | 2.4% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedState Street Equity 500 Index Fund Class K | $718K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.