Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY ADVISORY GROUP PARENT L Service code 27 PO BOX 7398 · MADISON, WI 537077398 | Advisory (Plan) | $20,252 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 27 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Advisory (Plan) | $13,703 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,447 |
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 | $0 |
9 funds of $250K or more; 19 lines in all, holding $14.6M of the plan's $14.8M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower S&P 500 Index Fund Investor Class Empower · Mutual fund IndexRecordkeeper's own fund | $3.2M | 22.1% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $3.0M | 20.6% |
| Empower Mod Cons Profile Fund Empower · Mutual fund Recordkeeper's own fund | $1.8M | 12.3% |
| American Funds Growth Portfolio Class R-3 Capital Group · Mutual fund | $1.4M | 9.7% |
| JPMorgan U.S. Equity Fund Class R3 JPMorgan · Mutual fund Possible retail class R3 | $1.0M | 6.9% |
| Victory Mid-Cap Core Growth Fund Victory Capital · Mutual fund | $877K | 6.0% |
| Empower Multi-Sector Bond Fund Investor Class Empower · Mutual fund Recordkeeper's own fund | $871K | 6.0% |
| Eupac Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $819K | 5.6% |
| Empower S&P Small Cap 600 Index Fund Investor Class Empower · Mutual fund IndexRecordkeeper's own fund | $670K | 4.6% |
| Columbia Select Mid Cap Value Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $237K | 1.6% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 4 renames.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.