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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,191 |
GREENSPRING ADVISORS, LLC3 years Filed as: GREENSPRING ADVISORS LLC Service code 27 1 W PENNSYLVANIA AVE STE 500 · TOWSON, MD 21204 | Advisory (Plan) | $31,862 |
POLLARD & ASSOCIATES, INC.5+ years Filed as: POLLARD & ASSOCIATES Service code 13 · EIN 52-0909772 | Contract Administrator | $21,181 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,196 |
23 funds of $250K or more; 16 lines in all, holding $46.7M of the plan's $47.1M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $35.3M | 75.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.2M | 6.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 3.8% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $748K | 1.6% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $708K | 1.5% |
| American New World Fund R6 Capital Group · Mutual fund | $630K | 1.3% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $603K | 1.3% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $602K | 1.3% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $557K | 1.2% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $554K | 1.2% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.