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| Provider | Service type | Compensation |
|---|---|---|
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 | $48,882 |
HUNNEX AND SHOEMAKER, INC.11+ years Filed as: HUNNEX AND SHOEMAKER INC Service code 13 · EIN 91-1072394 PO BOX 24629 · SEATTLE, WA 98124 | Contract Administrator | $4,792 |
HUNNEX AND SHOEMAKER, INC.8 years Filed as: HUNNEX & SHOEMAKER INC Service code 13 | Contract Administrator | $0 |
STONEX SECURITIES INC2 years Service code 55 2 PERIMETER PARK S STE 500W · BIRMINGHAM, AL 35243 | Other Commissions | $0 |
STONEX SECURITIES INC2 years Filed as: STONEX SECURITIES INC. Service code 55 | Other Commissions | $0 |
15 funds of $250K or more; 25 lines in all, holding $13.3M of the plan's $13.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $6.2M | 46.8% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $1.2M | 9.1% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $910K | 6.8% |
| Invesco Gold & Special Minerals Fund Class A Invesco · Mutual fund | $804K | 6.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $763K | 5.7% |
| Blackrock Equity Dividend Fund BlackRock · Mutual fund | $494K | 3.7% |
| Contract with MassMutual Capital Preservation Account MassMutual · Insurance contract | $467K | 3.5% |
| Vanguard Intermediate-Term Bond Index Fund Vanguard · Mutual fund Index | $448K | 3.4% |
| Growth Fund OF America Capital Group · Mutual fund | $305K | 2.3% |
| New Perspective Fund Capital Group · Mutual fund | $300K | 2.2% |
Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchMassMutual Select T. Rowe Price Retirement 2040 Fund to Fidelity Freedom Index 2045 Fund | $5.8M to $6.2M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.