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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $46,133 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,416 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,043 |
15 funds of $250K or more; 30 lines in all, holding $14.8M of the plan's $15.6M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, other, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Insurance contract Target-date, 9 vintages | $7.6M | 51.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 11.8% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $1.1M | 7.1% |
| Columbia Seligman Comms & Info Instl 2 Ameriprise (Columbia Threadneedle) · Mutual fund | $885K | 6.0% |
| Cost Value Fixed Annuity G Manager not matched · Insurance contract | $692K | 4.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $475K | 3.2% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $406K | 2.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $298K | 2.0% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $216K | 1.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $195K | 1.3% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.