Filings through .
Filed October 29, 2026 (most recent of 4 filings on file)
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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 | $310,949 |
ALLIANCE BERNSTEIN5 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE STREET · NASHVILLE, TN 37302 | Advisory (Plan) | $69,947 |
19 funds of $250K or more; 31 lines in all, holding $63.3M of the plan's $64.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $47.4M | 74.9% |
| Growth Account TIAA (Nuveen) · Insurance contract | $3.2M | 5.1% |
| Fixed Annuity Contracts Empower Life & Annuity Insurance Company of NY Empower · Insurance contract Recordkeeper's own fund | $2.3M | 3.6% |
| Total Global Stock Account TIAA (Nuveen) · Insurance contract | $2.2M | 3.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 3.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.1M | 1.7% |
| Tiaa Traditional Non-benefit Responsive Annuity TIAA (Nuveen) · Insurance contract | $987K | 1.6% |
| S&P 500 Index Account TIAA (Nuveen) · Insurance contract Index | $897K | 1.4% |
| Tiaa Traditional Annuity Fully Benefit-Responsive TIAA (Nuveen) · Insurance contract | $615K | 1.0% |
| Global Equities Account TIAA (Nuveen) · Insurance contract | $472K | 0.7% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.