Filings through .
Filed October 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,445 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $3,027 |
23 funds of $250K or more; 40 lines in all, holding $30.8M of the plan's $31.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $15.0M | 48.6% |
| interest, collateral, par, or maturity Mutual Funds / Separate Account Investments Manager not matched · Separate account | $4.4M | 14.2% |
| interest, collateral, par, or maturity Stable Value / Insurance Company Contracts Manager not matched · Insurance contract | $1.7M | 5.5% |
| MoA US Government Money Market Fund Mutual of America · Money market | $1.6M | 5.3% |
| Interest Accumulation Account Mutual of America · Other | $1.4M | 4.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.4M | 4.4% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Mutual fund | $538K | 1.7% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $508K | 1.7% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $502K | 1.6% |
| GQG Partners International GQG Partners · Mutual fund | $481K | 1.6% |
Added 7 funds, dropped 2 funds, likely replaced 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchMoA Clear Passage 2055 Fund to Fidelity Freedom Index 2050 Fund (Instl) | $4.4M to $15.0M |
| Addedinterest, collateral, par, or maturity Mutual Funds / Separate Account Investments | $4.4M |
| ReplacedHighT. Rowe Price Blue Chip Growth Portfolio to JPMorgan Large Cap Growth Fund Class R6 | $942K to $1.4M |
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 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.