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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $44,222 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,954 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,931 |
12 funds of $250K or more; 16 lines in all, holding $20.9M of the plan's $21.0M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $16.5M | 78.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.4M | 11.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $386K | 1.8% |
| Large Cap Growth Fund IV Fee Class R1 Manager not matched · Collective trust | $359K | 1.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $286K | 1.4% |
| Large Cap Value Fund Class R1 Manager not matched · Collective trust | $184K | 0.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $181K | 0.9% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $154K | 0.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $141K | 0.7% |
| DFA Real Estate Securities Portfolio - Institutional Class Dimensional · Mutual fund | $115K | 0.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.