Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $30,702 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,741 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,582 |
27 funds of $250K or more; 32 lines in all, holding $38.7M of the plan's $39.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 10 vintages | $14.1M | 36.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.5M | 11.6% |
| Fidelity Blue Chip Growth Fund Class K Fidelity (FMR) · Mutual fund | $2.8M | 7.4% |
| Fidelity Advisor Equity Dividend Inc Z Fidelity (FMR) · Mutual fund | $2.2M | 5.7% |
| EI Fixed Account - Ser Empower · Insurance contract Recordkeeper's own fund | $2.1M | 5.5% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $2.1M | 5.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 3.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 3.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 3.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $945K | 2.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.