Filings through .
Filed June 14, 2024
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,058 |
Service code 13 7734 EXCELSIOR RD STE 102 · BAXTER, MN 56425 | Contract Administrator | $16,775 |
7 funds of $250K or more; 19 lines in all, holding $3.6M of the plan's $4.1M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1PTRX30 Manager not matched · Other | $669K | 18.3% |
| 1PTRX50 Manager not matched · Other | $655K | 18.0% |
| 1PTRX40 Manager not matched · Other | $548K | 15.0% |
| 1PTRX45 Manager not matched · Other | $537K | 14.7% |
| 1PTRX60 Manager not matched · Other | $390K | 10.7% |
| 1PTRX35 Manager not matched · Other | $349K | 9.6% |
| 1PTRX55 Manager not matched · Other | $272K | 7.5% |
| Fxaix Manager not matched · Other | $80K | 2.2% |
| 1SLGNLC Manager not matched · Other | $37K | 1.0% |
| 1BTMKX Manager not matched · Other | $36K | 1.0% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.