Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $177,771 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $105,324 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 23-2384840 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $55,000 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Distribut... | $150 |
29 funds of $250K or more; 20 lines in all, holding $307M of the plan's $313M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: JPMorgan SmartRetirement, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $122M | 39.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $49.7M | 16.2% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $49.6M | 16.2% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $12.5M | 4.1% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.1M | 3.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $7.5M | 2.4% |
| Fidelity Bond Index Fidelity (FMR) · Mutual fund Index | $7.3M | 2.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $7.1M | 2.3% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $6.7M | 2.2% |
| TimeSquare Fund Mid Cap Growth Manager not matched · Mutual fund | $5.5M | 1.8% |
Added 3 funds, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighColumbia Select Large Cap Growth Fund Institutional Class to Fidelity Contrafund | $13.0M to $12.5M |
| AddedTimeSquare Fund Mid Cap Growth | $5.5M |
| AddedCongress Small Cap Growth Fund Institutional Class | $2.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.