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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INS CO OF AMER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,250 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $39,413 |
MY BENEFITS, LLC7 years Filed as: MY BENEFITS LLC Service code 13 · EIN 45-2098380 PO BOX 745680 · ATLANTA, GA 303745680 | Contract Administrator | $12,935 |
MY BENEFITS, LLC3 years Service code 13 | Contract Administrator | $6,968 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,193 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY INS SVC I Service code 55 1 NEW YORK PLZ 12TH FL · MANHATTAN, NY 10004 | Other Commissions | $0 |
13 funds of $250K or more; 25 lines in all, holding $15.1M of the plan's $17.8M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.0M | 19.8% |
| Empower Indexselect Moderate 2055 Fund CL I Empower · Mutual fund Recordkeeper's own fund | $3.0M | 19.6% |
| Empower IndexSelect Moderate 2035 Fund CL I Empower · Mutual fund Recordkeeper's own fund | $2.4M | 15.9% |
| Empower IndexSelect Moderate 2045 Fund CL I Empower · Mutual fund Recordkeeper's own fund | $1.6M | 10.7% |
| Empower IndexSelect Moderate Retire Fund CL I Empower · Mutual fund Recordkeeper's own fund | $858K | 5.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $745K | 4.9% |
| Great-West Fixed Annuities general account Empower · Insurance contract Recordkeeper's own fund | $621K | 4.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $443K | 2.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $335K | 2.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $330K | 2.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.