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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 | $39,768 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $16,426 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,307 |
Service code 99 494 SYCAMORE AVE STE 100 · SHREWSBURY, NJ 07702 | Other Fees | $250 |
8 funds of $250K or more; 33 lines in all, holding $7.3M of the plan's $7.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Moderate Allocation Fund MFS (Sun Life) · Mutual fund | $1.2M | 16.9% |
| Growth Fund OF America Capital Group · Mutual fund | $971K | 13.4% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $912K | 12.6% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $671K | 9.2% |
| MFS Growth Allocation Fund MFS (Sun Life) · Mutual fund | $664K | 9.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $599K | 8.2% |
| New Perspective Fund Capital Group · Mutual fund | $507K | 7.0% |
| Guarranteed Interest Fund Company of America Empower · Insurance contract Recordkeeper's own fund | $358K | 4.9% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price Mid-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $333K | 4.6% |
| Federated Hermes Mid-Cap Index Fund Federated Hermes · Mutual fund Index | $169K | 2.3% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.