Filings through .
Filed September 1, 2020 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,725 |
ALLIANCE BERNSTEIN1 year Filed as: ALLIANCEBERNSTEIN L.P. Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $28,218 |
11 funds of $250K or more; 14 lines in all, holding $11.3M of the plan's $11.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $9.5M | 84.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $883K | 7.8% |
| AB US Large Cap Growth CIT W Series P1 AllianceBernstein · Collective trust | $310K | 2.7% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $100K | 0.9% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $95K | 0.8% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $78K | 0.7% |
| AllianceBernstein US Small & Mid Cap Gr W Series Cl P1 AllianceBernstein · Other | $66K | 0.6% |
| Empower Annuity Insurance Company of America EI Fixed Account - Series Class I Empower · Insurance contract Recordkeeper's own fund | $63K | 0.6% |
| Empower International Value Instl Empower · Other Recordkeeper's own fund | $62K | 0.5% |
| Invesco Global Real Estate Fund Class R6 Invesco · Mutual fund | $52K | 0.5% |
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 71,097 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.