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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 | $27,303 |
Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,404 |
6 funds of $250K or more; 17 lines in all, holding $9.2M of the plan's $9.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 19% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Par or Empower Trust Drive Balanced Fund Empower · Collective trust Recordkeeper's own fund | $4.9M | 53.5% |
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 7 vintages | $1.8M | 19.1% |
| NT S&P 500 Index Fund Northern Trust · Collective trust Index | $793K | 8.6% |
| NT Collective Russell Northern Trust · Collective trust | $342K | 3.7% |
| Northern Trust ACWI ex US IMI Northern Trust · Collective trust | $253K | 2.7% |
| Northern Trust S&P 400 Index Fund Northern Trust · Collective trust Index | $211K | 2.3% |
| Empower Drive Income Empower · Collective trust Recordkeeper's own fund | $174K | 1.9% |
| MassMutual Mid Cap Growth Fund Class I MassMutual · Mutual fund | $161K | 1.7% |
| Northern Trust Collective Russell 2000 Index Fund Northern Trust · Collective trust Index | $114K | 1.2% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund | $93K | 1.0% |
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.
The auditor signed off without reservation. This is the cleanest opinion.