Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,333 |
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 | $11,330 |
4 funds of $250K or more; 17 lines in all, holding $3.9M of the plan's $3.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Manager not matched · Mutual fund Target-date, 10 vintages | $3.1M | 79.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Possible retail class A | $212K | 5.4% |
| Putnam Large Cap Value Trust II Class U Franklin Templeton · Collective trust | $102K | 2.6% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund Possible retail class A | $60K | 1.5% |
| Pgim Total Return Bond Class U Prudential (PGIM) · Collective trust | $56K | 1.4% |
| American Century Small Cap Fund American Century · Mutual fund Possible retail class A | $52K | 1.3% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund Possible retail class A | $48K | 1.2% |
| MFS Intl Equity CIT Class U MFS (Sun Life) · Collective trust | $45K | 1.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $44K | 1.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $39K | 1.0% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.