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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE CO OF AM. Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $11,676 |
27 funds of $250K or more; 45 lines in all, holding $29.2M of the plan's $31.2M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund BlackRock · ETF Index | $5.6M | 19.1% |
| Indexselect Growth Retire Fund Manager not matched · Collective trust | $2.9M | 9.9% |
| IndexSelect Moderate 2045 Fund Manager not matched · Collective trust | $2.4M | 8.2% |
| IndexSelect Moderate 2035 Fund Manager not matched · Collective trust | $2.4M | 8.1% |
| MFS Technology Fund MFS (Sun Life) · Mutual fund | $1.3M | 4.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 4.2% |
| MML Barings High Yield Fund MassMutual · Mutual fund | $1.2M | 4.1% |
| IndexSelect Moderate Retirement Fund Manager not matched · Collective trust | $1.2M | 4.0% |
| MassMutual Blue Chip Growth Fund MassMutual · Mutual fund | $924K | 3.2% |
| IndexSelect Moderate 2055 Fund Manager not matched · Collective trust | $844K | 2.9% |
Added 4 funds, dropped 4 funds.
| Fund | Year-end value |
|---|---|
| AddedIndexselect Growth Retire Fund | $2.9M |
| DroppedIndexselect Aggressive Retirement Fund | $2.4M |
| AddedIndexselect Growth 2055 Fund | $770K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.