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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,574 |
12 funds of $250K or more; 24 lines in all, holding $15.2M of the plan's $15.4M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $8.1M | 53.1% |
| MassMutual General Account (Contract Value) MassMutual · Insurance contract | $2.4M | 15.7% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 15.0% |
| Vanguard Instl Target Rtrmnt Incm Fd Vanguard · Mutual fund | $880K | 5.8% |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price · Mutual fund | $389K | 2.6% |
| Small Company Fund Western & Southern · Mutual fund | $289K | 1.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $206K | 1.4% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $188K | 1.2% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $125K | 0.8% |
| JPMorgan Core Bond Fund JPMorgan · Mutual fund | $105K | 0.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.