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| Provider | Service type | Compensation |
|---|---|---|
HUNNEX AND SHOEMAKER, INC.4 years Service code 13 · EIN 91-1072394 | Contract Administrator | $9,564 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 04-3109325 | Recordkeeping Fees | $7,839 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 · EIN 84-0467907 | Investment Management | $1,800 |
10 funds of $250K or more; 25 lines in all, holding $14.5M of the plan's $14.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $11.0M | 75.9% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $2.1M | 14.3% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $291K | 2.0% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $223K | 1.5% |
| Invesco Diversified Dividend Fund Invesco · Mutual fund | $216K | 1.5% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $153K | 1.1% |
| Pioneer Fundamental Growth Fund Victory Capital · Mutual fund | $105K | 0.7% |
| Empower Small Cap Growth Equity Fund Empower · Mutual fund Recordkeeper's own fund | $84K | 0.6% |
| Invesco International Diversified Fund Invesco · Mutual fund | $45K | 0.3% |
| Empower S&P 500 Index Fund Empower · Mutual fund IndexRecordkeeper's own fund | $40K | 0.3% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.