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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $38,348 |
24 funds of $250K or more; 22 lines in all, holding $48.1M of the plan's $48.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $21.3M | 44.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $7.1M | 14.7% |
| JPMorgan Large Cap Growth Fund Class I JPMorgan · Mutual fund | $3.4M | 7.2% |
| Putnam Fiduciary Trust Company, Inc Putnam Large Cap Value R6 Franklin Templeton · Collective trust | $2.6M | 5.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.4M | 5.0% |
| Pgim Total Return Bond Fund (Instl) Prudential (PGIM) · Mutual fund | $2.2M | 4.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 4.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 4.4% |
| Reliance MetLife GAC Series 25053 CL EQ MetLife · Other | $1.1M | 2.3% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $745K | 1.6% |
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.
The auditor signed off without reservation. This is the cleanest opinion.