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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $28,746 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,456 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,061 |
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.
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.