Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $86,095 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $20,000 |
16 funds of $250K or more; 15 lines in all, holding $23.7M of the plan's $19.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $17.3M | 73.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 8.4% |
| Harbor Capital Appreciation Fund Retirement Class Harbor Capital · Mutual fund | $1.1M | 4.7% |
| T. Rowe Price Equity Income Fund-I Class T. Rowe Price · Mutual fund | $818K | 3.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $746K | 3.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $527K | 2.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $417K | 1.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $386K | 1.6% |
| Forfeitures Manager not matched · Other | $219K | 0.9% |
| Federated Hermes Government Obligations Fund Premier Shares Federated Hermes · Mutual fund | $104K | 0.4% |
Added 1 fund, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighInvesco Developing Markets Fund Class R6 to Harbor Capital Appreciation Fund Retirement Class | $311K to $1.1M |
| AddedNEW World Fund INC Class R-6 | $417K |
| ReplacedHighColumbia Small Cap Index Fund Institutional Class to Vanguard Small-Cap Index Fund Admiral Shares | $339K to $386K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.