Filings through .
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $28,831 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,513 |
12 funds of $250K or more; 9 lines in all, holding $12.1M of the plan's $13.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $3.8M | 31.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 21.4% |
| Janus Henderson Balanced Fund Class N Janus Henderson · Mutual fund | $1.2M | 10.1% |
| Variable Annuities Hartford International Opportunities R6 Hartford Funds · Mutual fund | $882K | 7.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $800K | 6.6% |
| Fidelity Advisor New Insights Fund Class Z Fidelity (FMR) · Mutual fund | $796K | 6.6% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $777K | 6.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $685K | 5.7% |
| Fixed Annuity General Account Manager not matched · Insurance contract | $520K | 4.3% |
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedVariable Annuities Hartford International Opportunities R6 | $882K |
| AddedFidelity Advisor New Insights Fund Class Z | $796K |
| DroppedHartford Intl Opp R6 Fund Mutual Funds | $695K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.