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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,600 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $43,096 |
Filed as: CBIZ CPAS P.C. Service code 10 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $15,350 |
15 funds of $250K or more; 21 lines in all, holding $28.8M of the plan's $28.8M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $8.5M | 29.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.7M | 16.4% |
| Nuveen Large Cap Growth Index Fund Class I TIAA (Nuveen) · Mutual fund Index | $3.3M | 11.5% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $2.3M | 8.0% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $1.8M | 6.2% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $1.3M | 4.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 4.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 3.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $956K | 3.3% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $908K | 3.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.