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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 | $26,816 |
ASSURANCE DIMENSIONS2 years Service code 10 4920 WEST CYPRESS STREET STE 102 · TAMPA, FL 33607 | Accounting | $12,875 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,847 |
11 funds of $250K or more; 17 lines in all, holding $8.0M of the plan's $8.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $4.9M | 61.4% |
| t A - Schedule of Assets (Held at End o Fidelity 500 Index Fidelity (FMR) · Mutual fund Index | $1.0M | 12.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $379K | 4.7% |
| THE Hartford Dividend AND Growth Fund Class R6 Hartford Funds · Mutual fund | $315K | 3.9% |
| Putnam Stable Value Fund SA Franklin Templeton · Stable value Stable value | $238K | 3.0% |
| Champlain MID CAP Fund Institutional Shares Champlain · Mutual fund | $192K | 2.4% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $165K | 2.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $150K | 1.9% |
| Fidelity Emerging Markets Fund Fidelity Advisor Emerging Markets Fund: Class I Fidelity (FMR) · Mutual fund | $144K | 1.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $121K | 1.5% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeT. Rowe Price Retirement 2035 Fund-I Class to T. Rowe Price Retirement 2050 Fund-I Class | $3.1M to $4.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.