Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
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 | $78,158 |
GLOBAL RETIREMENT PARTNERS LLC10+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $53,695 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,649 |
26 funds of $250K or more; 28 lines in all, holding $30.5M of the plan's $38.5M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Trust Am Fd 2035 I Great Gray · Other | $3.1M | 10.0% |
| Great Gray Trust Am Fd 2040 I Great Gray · Other | $2.6M | 8.4% |
| Great Gray Trust Am Fd 2045 I Great Gray · Other | $2.5M | 8.3% |
| Great Gray Trust Am Fd 2030 I Great Gray · Other | $2.3M | 7.5% |
| Lg Cap Grw II (Mgd by Alliancebernstein) AllianceBernstein · Other | $2.2M | 7.1% |
| Great Gray Trust Am Fd 2050 I Great Gray · Other | $2.0M | 6.5% |
| Janus International Alpha EQ CF CL U Janus Henderson · Collective trust | $1.9M | 6.2% |
| Fully benefit-respsonsive investment contract Massachusetts Mutual Life Insurance Company MassMutual · Insurance contract | $1.7M | 5.5% |
| Great Gray Trust Am Fd 2025 I Great Gray · Other | $1.5M | 5.0% |
| Great Gray Trust Am Fd 2055 I Great Gray · Other | $1.4M | 4.5% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.