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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 | $38,104 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J P MORGAN BROKER-DEALER HOLDINGS I Service code 27 277 PARK AVENUE 2ND FL · NEW YORK, NY 101720003 | Advisory (Plan) | $35,383 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,163 |
19 funds of $250K or more; 16 lines in all, holding $37.7M of the plan's $39.2M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $21.6M | 57.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.4M | 11.6% |
| MFS Massachusetts Investors Gr N/R MFS (Sun Life) · Mutual fund | $3.6M | 9.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 5.7% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 4.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 3.4% |
| American Funds Bond Fund of N/R Capital Group · Mutual fund | $605K | 1.6% |
| Pgim High Yield Fund R6 N/R Prudential (PGIM) · Mutual fund | $595K | 1.6% |
| Fidelity Advisor Stock Selector Small N/R Fidelity (FMR) · Mutual fund | $392K | 1.0% |
| American Funds American Mutual N/R Capital Group · Mutual fund | $378K | 1.0% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.