Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 35142 LB#1035 · SEATTLE, WA 981245142 | Advisory (Plan) | $66,152 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,783 |
Service code 13 25B VREELAND RD STE 209 · FLORHAM PARK, NJ 07932 | Contract Administrator | $14,450 |
16 funds of $250K or more; 17 lines in all, holding $28.1M of the plan's $28.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $22.1M | 78.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 7.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $740K | 2.6% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $667K | 2.4% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $440K | 1.6% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $338K | 1.2% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $261K | 0.9% |
| T. Rowe Price Overseas Stock Fund-I Class T. Rowe Price · Mutual fund | $239K | 0.9% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $208K | 0.7% |
| Vanguard High-Yield Corporate Fund Admiral Shares Vanguard · Mutual fund | $172K | 0.6% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 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.