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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $150,950 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $108,743 |
Filed as: LEAFHOUSE FINANCIAL ADVISOR LLC Service code 27 6300 BRIDGE POINT PKWY BUILDING 1 · AUSTIN, TX 78730 | Advisory (Plan) | $21,747 |
SANNAH M BRANDT LLC DBA UPA2 years Filed as: SANNAH BRANDT LLC DBA Service code 13 UNITED PENSION ADMINISTRATION · BOZEMAN, MT 59715 | Contract Administrator | $16,100 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,410 |
13 funds of $250K or more; 19 lines in all, holding $48.7M of the plan's $49.1M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund IndexPossible retail class A | $7.8M | 16.0% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund Possible retail class A | $6.2M | 12.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $5.5M | 11.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $4.6M | 9.5% |
| Blackrock Equity Index Fund R BlackRock · Collective trust Index | $4.6M | 9.4% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $3.8M | 7.9% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund Possible retail class A | $3.5M | 7.3% |
| Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund IndexPossible retail class A | $2.4M | 5.0% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $2.3M | 4.7% |
| Blackrock Mid Cap Equity Index Fund R Common Collective Fund BlackRock · Collective trust Index | $1.9M | 3.9% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedU.S. Targeted Value Portfolio - Institutional Class | $1.8M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
The auditor signed off without reservation. This is the cleanest opinion.