Filings through .
Filed December 14, 2023
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $45,616 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $15,895 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,994 |
11 funds of $250K or more; 21 lines in all, holding $12.2M of the plan's $12.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.1M | 25.1% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $1.9M | 15.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 10.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 9.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $900K | 7.4% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $571K | 4.7% |
| Dodge & Cox Balanced Fund Dodge & Cox · Mutual fund | $558K | 4.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $555K | 4.5% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $275K | 2.2% |
| Baird Aggregate Bond Fund Institutional Baird · Mutual fund | $274K | 2.2% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.