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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $160,492 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $112,138 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $29,973 |
26 funds of $250K or more; 25 lines in all, holding $99.7M of the plan's $100M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 6 vintages | $26.6M | 26.7% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund | $16.0M | 16.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $12.5M | 12.6% |
| Index 2050 Instl Prem Fidelity Total Market Mutual Fund Fidelity (FMR) · Mutual fund Index | $8.1M | 8.2% |
| Index American Funds NEW Mutual Fund Capital Group · Mutual fund Index | $5.6M | 5.7% |
| Index 2045 Instl Prem Fidelity International Mutual Fund Fidelity (FMR) · Mutual fund Index | $4.6M | 4.6% |
| World R6 Fidelity Large CAP Mutual Fund Fidelity (FMR) · Mutual fund | $3.8M | 3.8% |
| Growth Index Fidelity Freedom Mutual Fund Fidelity (FMR) · Mutual fund Index | $3.5M | 3.5% |
| Index 2040 Instl Prem Fidelity MID CAP Index Mutual Fund Fidelity (FMR) · Mutual fund Index | $3.2M | 3.2% |
| Index 2035 Instl Prem Fidelity US Bond Index Mutual Fund Fidelity (FMR) · Mutual fund Index | $2.8M | 2.9% |
Added 9 funds, dropped 4 funds, likely replaced 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Freedom | $16.0M |
| AddedIndex American Funds NEW Mutual Fund | $5.6M |
| ReplacedHighNEW World Fund INC Class R-6 to World R6 Fidelity Large CAP Mutual Fund | $3.3M to $3.8M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 6 renames.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.