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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,654 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $61,939 |
SWEENEY CONRAD, P.S.1+ years Filed as: SWEENEY CONRAD P S Service code 10 2606 116TH AVE STE 200 · BELLEVUE, WA 98004 | Accounting | $26,265 |
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVENUE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $12,664 |
25 funds of $250K or more; 18 lines in all, holding $33.3M of the plan's $33.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 19% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.2M | 24.5% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $6.3M | 19.0% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund Index | $2.8M | 8.3% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $2.6M | 7.7% |
| Guaranteed Investment Standard Stable Asset Fund Manager not matched · Insurance contract | $2.4M | 7.4% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $1.9M | 5.7% |
| Government Bond Fund American Century · Mutual fund | $1.7M | 5.0% |
| Dodge & Cox Fund Dodge & Cox · Mutual fund | $1.5M | 4.4% |
| Lord Abbett Short Duration Income Fund Class R6 Lord Abbett · Mutual fund | $1.3M | 3.9% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $1.1M | 3.3% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.