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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $111,583 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $19,311 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,580 |
27 funds of $250K or more; 21 lines in all, holding $76.6M of the plan's $81.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $27.1M | 35.4% |
| Cost Value Collective Fund: MassMut Manager not matched · Collective trust | $7.0M | 9.2% |
| MM S&P 500 Index Fund MassMutual · Mutual fund Index | $6.2M | 8.1% |
| Capital Appreciation Fund Manager not matched · Mutual fund | $4.9M | 6.4% |
| American Funds Fundamental N/R Capital Group · Mutual fund | $4.8M | 6.3% |
| Growth Fund OF America Capital Group · Mutual fund | $4.3M | 5.7% |
| MassMutual Mid Cap Growth Fund MassMutual · Mutual fund | $3.8M | 5.0% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $3.5M | 4.5% |
| Global Discovery Fund Franklin Templeton · Mutual fund | $2.5M | 3.3% |
| International Growth Fund (IS Platform) MassMutual · Separate account | $2.5M | 3.3% |
Added 1 fund, dropped 4 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCost Value Collective Fund: MassMut | $7.0M |
| DroppedCost value Common/Collective | $6.9M |
| DroppedMM S&P 500 Index Fund Class R5 | $6.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.