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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 | $45,534 |
Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $37,845 |
7 funds of $250K or more; 23 lines in all, holding $17.6M of the plan's $18.6M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| IndexSelect Moderate 2035 Fund Manager not matched · Collective trust | $7.2M | 40.9% |
| IndexSelect Moderate 2045 Fund Manager not matched · Collective trust | $3.4M | 19.3% |
| IndexSelect Moderate Retirement Fund Manager not matched · Collective trust | $2.4M | 13.6% |
| IndexSelect Moderate 2055 Fund Manager not matched · Collective trust | $1.8M | 10.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $821K | 4.7% |
| IndexSelect Growth 2035 Fund Manager not matched · Collective trust | $518K | 2.9% |
| IndexSelect Moderate 2065 Fund Manager not matched · Collective trust | $346K | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $148K | 0.8% |
| Ultra Fund American Century · Mutual fund | $138K | 0.8% |
| PIMCO RAE US Small Fund PIMCO (Allianz) · Mutual fund | $127K | 0.7% |
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedIndexSelect Moderate 2045 Fund | $3.4M |
| DroppedIndexSelect Aggressive 2045 Fund | $3.3M |
| AddedIndexSelect Growth 2035 Fund | $518K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.