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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC3+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $35,098 |
EMPOWER ADVISORY GROUP, LLC3+ years Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,920 |
11 funds of $250K or more; 23 lines in all, holding $13.2M of the plan's $13.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $9.5M | 72.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 8.6% |
| New Perspective Fund Capital Group · Mutual fund | $335K | 2.5% |
| Janus Henderson Forty Fund Janus Henderson · Mutual fund | $310K | 2.4% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $250K | 1.9% |
| Growth Fund OF America Capital Group · Mutual fund | $249K | 1.9% |
| Guaranteed Interest Account - Fixed Interest Account Manager not matched · Insurance contract | $217K | 1.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $209K | 1.6% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $209K | 1.6% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $205K | 1.6% |
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.
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.