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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,738 |
SUN FINANCIAL INC PRESIDIO1 year Service code 27 6967 S RIVER GATE DR STE 102 · MIDVALE, UT 84047 | Advisory (Plan) | $9,073 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $8,185 |
4 funds of $250K or more; 20 lines in all, holding $3.1M of the plan's $3.5M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Century One Choice, other, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Century One Choice American Century · Other Target-date, 7 vintages | $1.6M | 53.6% |
| Plan 002 Plan Year Ended December 31, 2024 Benefit Trust American Century · Other | $738K | 24.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $178K | 5.8% |
| AM1 Domestic Equity Class 1 Manager not matched · Other | $175K | 5.7% |
| AM1 International Equity Class 1 Manager not matched · Other | $58K | 1.9% |
| JPMorgan Large Cap Value Fund Class R6 JPMorgan · Mutual fund | $49K | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $40K | 1.3% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $27K | 0.9% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $21K | 0.7% |
| AM1 Portfolio Diversifiers Class 1 Manager not matched · Mutual fund | $19K | 0.6% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.