Filings through .
Filed October 24, 2023 (most recent of 3 filings on file)
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| 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 | $24,665 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $15,948 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,013 |
6 funds of $250K or more; 12 lines in all, holding $5.7M of the plan's $5.9M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $4.3M | 76.0% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $435K | 7.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $189K | 3.3% |
| iShares U.S. Aggregate Bond Index Fund Class K Shares BlackRock · ETF Index | $182K | 3.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $128K | 2.3% |
| Blackrock Equity Dividend Fund Class K BlackRock · Mutual fund | $107K | 1.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $79K | 1.4% |
| MassMutual General Investment Account MassMutual · Insurance contract | $67K | 1.2% |
| Amcap Fund Class R-6 Capital Group · Mutual fund | $63K | 1.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $52K | 0.9% |
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.