Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $124,025 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $68,118 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,911 |
7 funds of $250K or more; 17 lines in all, holding $15.8M of the plan's $15.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $13.2M | 83.7% |
| Fxaix Manager not matched · Other | $707K | 4.5% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $421K | 2.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $214K | 1.4% |
| 1KGPF Manager not matched · Other | $213K | 1.4% |
| New World Fund Inc Capital Group · Mutual fund | $187K | 1.2% |
| New Perspective Fund Capital Group · Mutual fund | $182K | 1.2% |
| Capital Group EuroPacific Fund Capital Group · Mutual fund | $142K | 0.9% |
| T. Rowe Price T. Rowe Price · Mutual fund | $121K | 0.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $118K | 0.7% |
Dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity 500 Index Fund | $662K |
| ReplacedHighT. Rowe Price Blue Chip Growth Portfolio to AB Large Cap Growth Fund Inc | $303K to $421K |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.