Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,372 |
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,601 |
Filed as: ARES RETIREMENT PLAN SERVICES LLC Service code 13 5100 POPLAR AVE SUITE 810 · MEMPHIS, TN 38137 | Contract Administrator | $5,509 |
2 funds of $250K or more; 25 lines in all, holding $1.8M of the plan's $1.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $1.3M | 71.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $108K | 5.9% |
| U.S. Small Cap Growth Portfolio Institutional Class Dimensional · Mutual fund | $43K | 2.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $41K | 2.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $41K | 2.3% |
| Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $40K | 2.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $40K | 2.2% |
| Pgim US Real Estate Fund Class R6 Prudential (PGIM) · Mutual fund | $30K | 1.6% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price Mid-Cap Value Fund-I Class T. Rowe Price · Mutual fund | $26K | 1.4% |
| PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional PIMCO (Allianz) · Mutual fund | $25K | 1.4% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.