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 | $120,599 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $58,837 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,099 |
PERLSON LLP1 year Service code 10 · EIN 11-2717013 | Accounting | $18,000 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $8,218 |
19 funds of $250K or more; 28 lines in all, holding $49.3M of the plan's $40.5M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Indexselect Moderate 2035 Fund CL I Manager not matched · Collective trust | $14.3M | 29.0% |
| IndexSelect Moderate 2045 Fund CL I Manager not matched · Collective trust | $10.3M | 20.8% |
| Indexselect Moderate Retire Fund CL I Manager not matched · Collective trust | $4.8M | 9.8% |
| IndexSelect Moderate 2055 Fund CL I Manager not matched · Collective trust | $4.4M | 9.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.2M | 8.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.2M | 4.4% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $1.0M | 2.1% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $828K | 1.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $794K | 1.6% |
| IndexSelect Growth 2055 Fund CL I Manager not matched · Collective trust | $750K | 1.5% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.