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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC5 years Filed as: EMPOWER Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $32,411 |
Service code 13 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 95927 | Contract Administrator | $27,766 |
Filed as: MANN URRUTIA NELSON CPAS & ASSOC Service code 10 · EIN 20-0276349 | Accounting | $15,875 |
Filed as: PRIME CAPITAL ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $14,016 |
CREATIVE PLANNING LLC5 years Service code 26 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $10,924 |
23 funds of $250K or more; 56 lines in all, holding $19.6M of the plan's $29.0M. From the 2025 filing. Recordkeeper: Associated Pension Consultants.
Target-date series: American Funds Target Date, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $6.5M | 33.0% |
| IShares Trust Core US BlackRock · ETF Index | $1.4M | 6.9% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $1.2M | 6.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $982K | 5.0% |
| Osterweis Strategic Income Manager not matched · Other | $673K | 3.4% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $660K | 3.4% |
| Dimensional Trust US Core Equi Dimensional · Collective trust | $629K | 3.2% |
| Vanguard S&P 500 Vanguard · Mutual fund Index | $618K | 3.2% |
| IShares Trust MSCI USA Momentu BlackRock · ETF Index | $404K | 2.1% |
| Empower S&P Mid Cap 400 Index Fund Empower · Mutual fund Index | $394K | 2.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.