Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $21,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,973 |
SAGEPOINT FINANCIAL INC2 years Filed as: FSC SECURITIES CORPORATION Service code 27 2300 WINDY RIDGE PKWY STE 1100 · ATLANTA, GA 30339 | Advisory (Plan) | $2,871 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $70 |
2 funds of $250K or more; 18 lines in all, holding $2.1M of the plan's $2.3M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Life Strategy Conserv Growth Vanguard · Mutual fund | $582K | 27.3% |
| Vanguard Life Strategy Moderate Vanguard · Mutual fund | $455K | 21.3% |
| Account Group Annuity Contract Empower Annuity Insurance Guaranteed Income Fund Empower · Insurance contract Recordkeeper's own fund | $218K | 10.2% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $169K | 7.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $115K | 5.4% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $113K | 5.3% |
| Vanguard Life Strategy Growth Fund Vanguard · Mutual fund | $107K | 5.0% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $92K | 4.3% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $92K | 4.3% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $65K | 3.1% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.