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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,746 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,702 |
TRISTAR PENSION LTD6 years Filed as: TRISTAR PENSION LTD. Service code 13 9150 N MAY AVE · OKLAHOMA CITY, OK 73120 | Contract Administrator | $5,216 |
8 funds of $250K or more; 16 lines in all, holding $10.2M of the plan's $10.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $4.9M | 47.8% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $2.9M | 28.9% |
| contract: Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $795K | 7.8% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $441K | 4.3% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund Index | $351K | 3.4% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $320K | 3.1% |
| Vanguard Extended Market Index Fund Investor Shares Vanguard · Mutual fund Index | $141K | 1.4% |
| Vanguard Small-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $90K | 0.9% |
| Vanguard Real Estate Index Fund Investor Shares Vanguard · Mutual fund Index | $57K | 0.6% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $48K | 0.5% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Total Stock Market Index Fund Investor Shares | $2.9M |
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.
The auditor signed off without reservation. This is the cleanest opinion.