Filings through .
Filed February 3, 2021
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,191,607 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $122,488 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $78,750 |
Filed as: CBIZ CPAS P.C. Service code 10 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $33,598 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 99 · EIN 36-4319587 | Other Fees | $16,798 |
Service code 99 · EIN 81-3215434 | Other Fees | $13,658 |
Service code 99 · EIN 33-0960340 | Other Fees | $9,735 |
CHARLES SCHWAB & CO., INC.11+ years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $8,480 |
ZENITH ADMINISTRATORS1 year Filed as: ZENITH INVESTMENT MANAGEMENT L Service code 99 · EIN 81-1488654 | Other Fees | $6,420 |
TACTIVE ADVISORS LLC1 year Service code 99 · EIN 85-0638743 | Other Fees | $5,976 |
25 funds of $250K or more; 14 lines in all, holding $3.01B of the plan's $3.33B. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, collective trust, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 12 vintages | $1.37B | 45.5% |
| Vanguard Institutional 500 Index Trust Vanguard · Collective trust Index | $509M | 16.9% |
| American Funds Euro Pacific Growth R6 Capital Group · Mutual fund | $206M | 6.8% |
| Putnam Large Cap Value Trust IA Franklin Templeton · Collective trust | $154M | 5.1% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $154M | 5.1% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $120M | 4.0% |
| Vanguard Retirement Savings Trust III Vanguard · Stable value Stable value | $114M | 3.8% |
| Janus Henderson Balanced Fund Class N Janus Henderson · Mutual fund | $92.3M | 3.1% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $80.3M | 2.7% |
| Franklin U.S. Government Securities Fund Class R6 Franklin Templeton · Mutual fund | $59.9M | 2.0% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighFranklin Growth GG Trust CIT S to JPMorgan Large Cap Growth Fund | $139M to $154M |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.