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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL LLC2 years Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,500 |
Filed as: RETIREMENT PLAN ADVISOR SEARCH Service code 13 2653 DANDELION DR · HIGH POINT, NC 27265 | Contract Administrator | $3,500 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,767 |
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 |
10 funds of $250K or more; 19 lines in all, holding $11.3M of the plan's $11.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: SSgA Target Retirement, collective trust, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 8 vintages | $4.2M | 37.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.0M | 26.8% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 10.6% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $891K | 7.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $373K | 3.3% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $350K | 3.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $303K | 2.7% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $195K | 1.7% |
| Empower EI Fixed Account - Series Class III Empower · Insurance contract Recordkeeper's own fund | $156K | 1.4% |
| Fidelity Real Estate Index Fund Fidelity (FMR) · Mutual fund Index | $142K | 1.3% |
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 71,097 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.