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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MONARCH CORPORATE ADVISORS INC Service code 27 3355 COCHRAN ST. #101 · SIMI VALLEY, CA 93063 | Advisory (Plan) | $34,350 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,328 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,951 |
13 funds of $250K or more; 22 lines in all, holding $10.7M of the plan's $10.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $3.3M | 31.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 13.3% |
| Fully Benefit-Responsive Investment Contract: Empower Annuity Insurance Company of America Empower · Insurance contract Recordkeeper's own fund | $918K | 8.6% |
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $899K | 8.4% |
| MFS Conservative Allocation Fund R6 MFS (Sun Life) · Mutual fund | $585K | 5.5% |
| LG Cap Value I (JPMorgan) JPMorgan · Insurance contract | $560K | 5.2% |
| T. Rowe Price U.S. Equity Research Fund-I Class T. Rowe Price · Mutual fund | $540K | 5.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $390K | 3.6% |
| MFS Aggressive Growth Allocation Fund R6 MFS (Sun Life) · Mutual fund | $289K | 2.7% |
| International Blend II (MFS) MFS (Sun Life) · Insurance contract | $241K | 2.3% |
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 71,410 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.