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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $90,439 |
Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $13,500 |
BOLLUS LYNCH2 years Filed as: BOLLUS LYNCH LLP Service code 99 89 SHREWSBURY ST · WORCESTER, MA 01604 | Other Fees | -$13,000 |
16 funds of $250K or more; 12 lines in all, holding $37.1M of the plan's $37.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 5 vintages | $19.2M | 51.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $7.7M | 20.7% |
| Fully benefit-responsive investment contracts, at contract value Reliance Trust Manager not matched · Insurance contract | $2.2M | 6.0% |
| Wilmington Large Cap Growth Fund IV Fee Class I1 Manager not matched · Mutual fund | $2.0M | 5.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 4.0% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund | $1.0M | 2.7% |
| Columbia Dividend Income Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $855K | 2.3% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $793K | 2.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $664K | 1.8% |
| Great Gray International Equity Fund Fee Class I1 Manager not matched · Mutual fund | $552K | 1.5% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedT. Rowe Price New Horizons Fund, Inc. | $1.1M |
| AddedFidelity Small Cap Growth K6 Fund | $1.0M |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.