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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INS CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,082 |
MILLER KAPLAN ARASE LLP8 years Service code 10 · EIN 95-2036255 3900 W ALAMEDA STE 2400 · BURBANK, CA 91505 | Accounting | $32,300 |
PENTEGRA SERVICES, INC.11+ years Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $6,625 |
INSURANCE OFFICE OF AMERICA2 years Service code 99 4915 W CYPRESS ST #100 · TAMPA, FL 33607 | Other Fees | $5,054 |
Service code 29 620 COOLIDGE DR STE 100 · FOLSOM, CA 956303184 | Legal | $140 |
5 funds hold $14.7M of the plan's $15.7M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.3M | 49.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.1M | 28.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 12.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $752K | 5.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $737K | 5.0% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.