Filings through .
Filed August 12, 2026
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,021 |
Service code 27 4340 REDWOOD HWY, STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $36,216 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,651 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $4,287 |
PENSYS, INC.5 years Filed as: PENSYS INC Service code 99 2440 PROFESSIONAL DR. STE 100 · ROSEVILLE, CA 95661 | Other Fees | $0 |
16 funds of $250K or more; 25 lines in all, holding $19.0M of the plan's $19.0M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $4.8M | 25.3% |
| ONE Choice 2055 Portfolio R6 Class American Century · Mutual fund Possible retail class A | $2.0M | 10.7% |
| ONE Choice 2050 Portfolio R6 Class American Century · Mutual fund Possible retail class A | $1.7M | 8.8% |
| ONE Choice 2045 Portfolio R6 Class American Century · Mutual fund Possible retail class A | $1.6M | 8.2% |
| ONE Choice 2060 Portfolio R6 Class American Century · Mutual fund Possible retail class A | $1.5M | 7.7% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $1.2M | 6.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $1.1M | 5.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $828K | 4.4% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund Possible retail class A | $569K | 3.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $526K | 2.8% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.