Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
SLWA LLC4 years Service code 27 735 TANK FARM RD STE 264 · SAN LUIS OBISPO, CA 93401 | Advisory (Plan) | $42,350 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,040 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
17 funds of $250K or more; 19 lines in all, holding $15.2M of the plan's $16.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: JPMorgan SmartRetirement, mutual fund, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 7 vintages | $2.3M | 15.1% |
| Lord Abbett Fundamental Equity Fund Class R3 Lord Abbett · Separate account | $1.6M | 10.6% |
| PIMCO Total Return Fund R PIMCO (Allianz) · Mutual fund | $1.5M | 10.0% |
| Franklin Growth R Franklin Templeton · Mutual fund | $1.5M | 9.9% |
| American Century Equity Income R American Century · Other | $1.3M | 8.3% |
| Thornburg International Equity R3 Thornburg · Other | $1.2M | 7.9% |
| Franklin Moderate Allocation Fund Class R Franklin Templeton · Mutual fund | $854K | 5.6% |
| General Account Manager not matched · Insurance contract | $854K | 5.6% |
| Lord Abbett Developing Growth Fund INC Class R3 Lord Abbett · Mutual fund Possible retail class R3 | $676K | 4.4% |
| Invesco Developing Markets Fund Class R Invesco · Mutual fund | $592K | 3.9% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.