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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 | $41,377 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH + BROWN, PC Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $16,380 |
COMPASS 360, LLC2 years Service code 13 118 PORTSMOUTH AVE STE A2 · STRATHAM, NH 03885 | Contract Administrator | $15,246 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 275 WYMAN ST · WALTHAM, MA 024533483 | Advisory (Plan) | $7,490 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,361 |
12 funds of $250K or more; 16 lines in all, holding $12.8M of the plan's $13.2M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $10.5M | 82.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $749K | 5.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $282K | 2.2% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $250K | 2.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $197K | 1.5% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $156K | 1.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $149K | 1.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $121K | 0.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $105K | 0.8% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $81K | 0.6% |
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.