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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC5 years Filed as: EMPOWER RETIREMENT Service code 11 · EIN 47-2534181 | Actuarial | $60,000 |
10 funds hold $31.6M of the plan's $34.9M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.7M | 17.9% |
| Vanguard High Dividend Yield Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.7M | 11.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.7M | 11.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.6M | 11.5% |
| Cohen & Steers Institutional Realty Shares Cohen & Steers · Mutual fund | $3.5M | 11.1% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $3.3M | 10.5% |
| Fidelity Overseas Fund Fidelity (FMR) · Mutual fund | $3.3M | 10.4% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $3.0M | 9.4% |
| Invesco International Small-Mid Company Fund Class R6 Invesco · Mutual fund | $1.5M | 4.9% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $330K | 1.0% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Mahrukh Mavalvala Milliman, Inc. Schedule SB | Schedule SB | Pro |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.