Filings through .
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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 | $58,731 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $28,535 |
14 funds of $250K or more; 12 lines in all, holding $13.2M of the plan's $13.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $9.2M | 69.4% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $894K | 6.8% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $755K | 5.7% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $737K | 5.6% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $309K | 2.3% |
| Vanguard Explorer Fund Vanguard · Mutual fund | $290K | 2.2% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $258K | 2.0% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $246K | 1.9% |
| iShares U.S. Aggregate Bond Index Fund BlackRock · ETF Index | $242K | 1.8% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $228K | 1.7% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard U.S. Growth Fund Admiral Shares to Fidelity Large Cap Growth Index Fund | $612K to $755K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.