Filings through .
Filed August 31, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $38,889 |
31 funds of $250K or more; 20 lines in all, holding $362M of the plan's $373M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, collective trust, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 13 vintages | $202M | 55.8% |
| Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund Index | $29.3M | 8.1% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $28.6M | 7.9% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $20.1M | 5.6% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $15.9M | 4.4% |
| MetLife Stable Value Account for Hanys MetLife · Insurance contract | $11.1M | 3.1% |
| Harbor International Core Fund Retirement Class Harbor Capital · Mutual fund | $10.8M | 3.0% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $9.3M | 2.6% |
| TCW Metwest Total Return Bond Fund Class I TCW · Mutual fund | $5.9M | 1.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.0M | 1.4% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.