Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 6768 SOUTH 1300 EAST · SALT LAKE CITY, UT 84121 | Advisory (Plan) | $41,207 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,935 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,045 |
FIDUCIARY WISE, LLC7 years Filed as: FIDUCIARY WISE LLC Service code 99 2487 S GILBERT RD STE 106-454 · GILBERT, AZ 85295 | Other Fees | $8,500 |
17 funds of $250K or more; 19 lines in all, holding $25.6M of the plan's $26.1M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Van Guard Total Stock Mkt Index Adm Vanguard · Mutual fund Index | $3.7M | 14.5% |
| Shelton Nasdaq-100 Index Direct Manager not matched · Mutual fund Index | $3.6M | 14.2% |
| Van Guard Mid-Cap Growth Index Admiral Vanguard · Mutual fund Index | $2.3M | 9.0% |
| Van Guard Mid Cap Index Fund - Admiral Vanguard · Mutual fund Index | $2.2M | 8.7% |
| Van Guard Mid-Cap Value Index Admiral Vanguard · Mutual fund Index | $1.9M | 7.5% |
| Schwab Fundamental U.S. Large Company Index Fund Charles Schwab · Mutual fund Index | $1.5M | 6.0% |
| Van Guard Interm-Term Bond Index Adm Vanguard · Mutual fund Index | $1.4M | 5.4% |
| Van Guard Small Cap Growth Index Admiral Vanguard · Mutual fund Index | $1.1M | 4.3% |
| Van Guard Small Cap Value Index Admiral Vanguard · Mutual fund Index | $1.0M | 4.0% |
| Van Guard Inter-Term Treasury Ind Admiral Vanguard · Mutual fund | $962K | 3.8% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVan Guard Inter-Term Treasury Ind Admiral | $962K |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.