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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,893 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $27,600 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,409 |
Filed as: PENSION PLAN SPECIALISTS PC Service code 13 805 BROADWAY SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $7,700 |
11 funds of $250K or more; 18 lines in all, holding $11.0M of the plan's $11.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 5 vintages | $2.2M | 19.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 17.1% |
| Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $1.7M | 15.1% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 12.1% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $1.2M | 11.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $533K | 4.9% |
| American Century Investments American Century Ultra Fund R6 Class American Century · Mutual fund | $457K | 4.2% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $352K | 3.2% |
| Dimensional Fund Advisors LP MFS Mid Cap Growth R6 Dimensional · Mutual fund | $215K | 2.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $210K | 1.9% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedMFS Mid Cap Growth Fund R6 | $251K |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.