Filings through .
Filed July 6, 1992
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $357,695 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $63,500 |
Service code 99 6550 DELILAH RD BLDG 508 · EGG HARBOR TWNSHP, NJ 08234 | Other Fees | $31,740 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $100 |
29 funds of $250K or more; 18 lines in all, holding $489M of the plan's $510M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $275M | 56.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $67.3M | 13.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $27.8M | 5.7% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $18.3M | 3.8% |
| Empower Guaranteed Income Fund Empower · Insurance contract Recordkeeper's own fund | $17.8M | 3.6% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $12.6M | 2.6% |
| John Hancock Disciplined Value International Fund Class R6 John Hancock (Manulife) · Mutual fund | $12.6M | 2.6% |
| Eaton Vance Atlanta Capital Smid-Cap Fund Class R6 Morgan Stanley · Mutual fund | $9.7M | 2.0% |
| Harbor Small Cap Growth Fund Retirement Class Harbor Capital · Mutual fund | $9.1M | 1.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $7.1M | 1.5% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard International Value Fund Investor Shares to John Hancock Disciplined Value International Fund Class R6 | $10.0M to $12.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.