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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GRENNWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,822 |
TSC 401K1 year Service code 13 · EIN 41-0955056 | Contract Administrator | $15,859 |
Service code 27 · EIN 82-4555287 | Advisory (Plan) | $14,560 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,429 |
4 funds of $250K or more; 15 lines in all, holding $3.1M of the plan's $3.2M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $2.2M | 70.7% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $289K | 9.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $219K | 7.0% |
| iShares Russell Small/Mid-Cap Index Fund Class K BlackRock · ETF Index | $87K | 2.8% |
| iShares MSCI Total International Index Fund BlackRock · ETF Index | $65K | 2.1% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $60K | 1.9% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $38K | 1.2% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $33K | 1.0% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $31K | 1.0% |
| Fidelity Real Estate Index Fund Fidelity (FMR) · Mutual fund Index | $30K | 1.0% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.