Filings through .
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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 | $27,520 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $11,562 |
BENEFIT PLANS PLUS, LLC4 years Service code 13 11701 BORMAN DR STE 300 · ST. LOUIS, MO 63146 | Contract Administrator | $4,808 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Other Fees | $1,901 |
6 funds of $250K or more; 13 lines in all, holding $5.2M of the plan's $5.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $4.2M | 80.7% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $253K | 4.9% |
| Blackrock Mid Cap Growth Equity Portfolio BlackRock · Mutual fund | $148K | 2.8% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $142K | 2.7% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $130K | 2.5% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund Index | $88K | 1.7% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $61K | 1.2% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $57K | 1.1% |
| Small Cap Value Fund American Century · Mutual fund | $45K | 0.9% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $37K | 0.7% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.