Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MURET CPA, PLLC9+ years Filed as: MURET CPA PLLC Service code 10 3326 E 27TH PL · TULSA, OK 74114 | Accounting | $14,900 |
NOVA 401(K) ASSOCIATES9+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $10,499 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,695 |
6 funds of $250K or more; 25 lines in all, holding $7.2M of the plan's $7.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Empower Lifetime, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower Lifetime Empower · Mutual fund Target-date, 5 vintagesRecordkeeper's own fund | $4.6M | 63.5% |
| Empower S&P 500 Index Fund Investor Class Empower · Mutual fund IndexRecordkeeper's own fund | $575K | 8.0% |
| JPMorgan U.S. Research Enhanced Equity Fund Class A JPMorgan · Mutual fund | $389K | 5.4% |
| Empower Aggressive Profile Fund Investor Class Empower · Mutual fund Recordkeeper's own fund | $218K | 3.0% |
| Empower Mod Aggressive Profile Fund Inv Empower · Mutual fund Recordkeeper's own fund | $188K | 2.6% |
| Empower T. Rowe Price Mid Cap Growth Fund Investor Class T. Rowe Price · Mutual fund | $167K | 2.3% |
| Eupac Fund Class R-3 Capital Group · Mutual fund | $118K | 1.6% |
| NEW Perspective Fund Class R-3 Capital Group · Mutual fund | $112K | 1.6% |
| Empower S&P Mid Cap 400 Index Fund Investor Class Empower · Mutual fund IndexRecordkeeper's own fund | $99K | 1.4% |
| Massachusetts Investors Growth Stock Fund R3 MFS (Sun Life) · Mutual fund | $94K | 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.