Filings through .
Filed March 17, 2016 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,295 |
KESTRA FINANCIAL4 years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PEKWY · AUSTIN, TX 78735 | Advisory (Plan) | $9,900 |
19 funds of $250K or more; 32 lines in all, holding $21.9M of the plan's $22.3M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1MGDNF1 Manager not matched · Other | $3.5M | 15.7% |
| Rfetx Manager not matched · Other | $3.1M | 14.1% |
| Rfftx Manager not matched · Other | $2.5M | 11.3% |
| Rfdtx Manager not matched · Other | $1.6M | 7.5% |
| Vfiax Manager not matched · Other | $1.3M | 5.8% |
| Rfgtx Manager not matched · Other | $1.3M | 5.8% |
| Vgiax Manager not matched · Other | $1.0M | 4.8% |
| 1LCIVR1 Manager not matched · Other | $978K | 4.5% |
| Rfhtx Manager not matched · Other | $932K | 4.3% |
| Rnpgx Manager not matched · Other | $791K | 3.6% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.