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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,207 |
CREATIVE PLANNING LLC4 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $39,487 |
18 funds of $250K or more; 24 lines in all, holding $20.7M of the plan's $20.9M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $3.9M | 18.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 10.5% |
| Retirement Advantage 2030X Franklin Templeton · Collective trust | $1.9M | 9.3% |
| Retirement Advantage 2040X Franklin Templeton · Mutual fund | $1.4M | 6.7% |
| Retirement Advantage 2035X Franklin Templeton · Mutual fund | $1.2M | 5.9% |
| Empower Unallocated contract - EI Fixed Account - Series Class III Empower · Insurance contract Recordkeeper's own fund | $1.2M | 5.8% |
| Putnam Retirement Advantage Trst Mat X Franklin Templeton · Mutual fund | $1.1M | 5.4% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $1.1M | 5.2% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $918K | 4.4% |
| Retirement Advantage 2045X Franklin Templeton · Mutual fund | $761K | 3.7% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedRetirement Advantage 2025X | $460K |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.