Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $46,020 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,209 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $6,490 |
BENEFITS ADMINISTRATORS, LLC2 years Filed as: BENEFITS 2 ADMINISTRATORS, LLC Service code 99 301 MEADOW RIDGE LN · EAGLE, ID 83616 | Other Fees | $955 |
16 funds of $250K or more; 26 lines in all, holding $24.9M of the plan's $25.1M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $17.4M | 69.7% |
| Empower Annuity Insurance Company of America Empower · Insurance contract Recordkeeper's own fund | $1.7M | 6.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $1.3M | 5.2% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $1.0M | 4.0% |
| AM1 Domestic Equity Fund Class 1 Manager not matched · Collective trust | $691K | 2.8% |
| AM1 Core Fixed Income Fund Class 1 Manager not matched · Collective trust | $356K | 1.4% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $278K | 1.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund Possible retail class A | $245K | 1.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $236K | 0.9% |
| AM1 International Equity Fund Class 1 Manager not matched · Collective trust | $227K | 0.9% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.