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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98402 | Investment Management | $59,818 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,671 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,463 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & COMPANY, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $118 |
26 funds of $250K or more; 36 lines in all, holding $32.1M of the plan's $36.2M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Value Mutual funds American Funds Ameri Capital Group · Mutual fund | $6.8M | 21.1% |
| Guaranteed group annuity contract Empower Group Fixed Deferred Annuity Contract Empower · Insurance contract Recordkeeper's own fund | $4.1M | 12.8% |
| Fidelity Advisor New Insights Fund Class I Fidelity (FMR) · Mutual fund | $2.7M | 8.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 7.9% |
| NEW Perspective Fund Class R-5 Capital Group · Mutual fund | $1.9M | 5.9% |
| Empower Large Cap Value Fund Inv II Empower · Mutual fund Recordkeeper's own fund | $1.4M | 4.5% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund | $1.4M | 4.3% |
| Eupac Fund Class R-5 Capital Group · Mutual fund | $921K | 2.9% |
| JPMorgan International Equity Fund Class R6 JPMorgan · Mutual fund | $913K | 2.8% |
| Empower T. Rowe Price Mid Cap Growth Fund Investor Class T. Rowe Price · Mutual fund | $874K | 2.7% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.