Filings through .
Filed October 5, 2026
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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 | $44,719 |
SAGEVIEW ADVISORY GROUP, LLC8 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $41,343 |
WRIGHT FORD YOUNG & CO1 year Service code 99 16140 SAND CANYON AVE · IRVINE, CA 92618 | Other Fees | $2,462 |
22 funds of $250K or more; 19 lines in all, holding $36.4M of the plan's $43.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Principal LifeTime, collective trust, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 10 vintages | $16.6M | 45.5% |
| MassMutual General Investment Account MassMutual · Insurance contract | $4.6M | 12.5% |
| Fidelity Blue Chip Growth F Fidelity (FMR) · Mutual fund | $3.2M | 8.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.1M | 8.6% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $1.6M | 4.4% |
| MassMutual Mid Cap Growth Fund MassMutual · Mutual fund | $1.4M | 3.9% |
| Victory Sycamore Established Value Fund Victory Capital · Separate account | $1.2M | 3.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 3.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $796K | 2.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $698K | 1.9% |
Added 1 fund, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighFranklin Growth Fund Class R6 to Fidelity Blue Chip Growth F | $3.0M to $3.2M |
| ReplacedHighVanguard 500 Index Fund Admiral Shares to Fidelity 500 Index Fund | $2.7M to $3.1M |
| AddedVictory Sycamore Established Value Fund | $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.