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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $116,053 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $84,931 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $32,399 |
13 funds of $250K or more; 16 lines in all, holding $32.1M of the plan's $32.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.9M | 24.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $3.8M | 11.9% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $3.8M | 11.7% |
| Cost value Common/Collective Manager not matched · Collective trust | $2.8M | 8.6% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $2.7M | 8.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.1M | 6.5% |
| Dodge & Cox Balanced Fund Class X Dodge & Cox · Mutual fund | $2.0M | 6.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 5.6% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $1.5M | 4.6% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $1.4M | 4.4% |
Added 1 fund, dropped 1 fund, likely replaced 1 fund. Changed share class on 4 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard 500 Index Fund Investor Shares to Vanguard 500 Index Fund Admiral Shares | $6.7M to $7.9M |
| AddedNEW World Fund INC Class R-6 | $3.8M |
| Share class changeVanguard Small-Cap Index Fund Investor Shares to Vanguard Small-Cap Index Fund Admiral Shares | $2.3M to $1.8M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 9 renames.
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.