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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $93,767 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,911 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 P.O. BOX 7398 · MADISON, WI 53707 | Accounting | $23,787 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 P.O. BOX 102062 · PASADENA, CA 91189 | Contract Administrator | $12,110 |
24 funds hold $39.7M of the plan's $42.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $18.9M | 47.7% |
| Realty Shares Fidelity 500 Index Fidelity (FMR) · Mutual fund Index | $3.2M | 8.0% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 5.9% |
| El Fixed Account - Series Fixed Annutites Manager not matched · Insurance contract | $2.2M | 5.5% |
| Bond Shares Fund Manager not matched · Mutual fund | $1.8M | 4.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 4.0% |
| JP Morgan Large Cap Fund JPMorgan · Mutual fund | $1.3M | 3.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 3.3% |
| Mefs Funds International Growth Fund Manager not matched · Mutual fund | $941K | 2.4% |
| Putnam International Mutual Funds Franklin Templeton · Mutual fund | $934K | 2.4% |
Added 6 funds, dropped 6 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Total Bond Market Index Fund Admiral Shares | $1.7M |
| AddedJP Morgan Large Cap Fund | $1.3M |
| AddedMefs Funds International Growth Fund | $941K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 2 renames.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.