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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $41,913 |
31 funds of $250K or more; 24 lines in all, holding $80.7M of the plan's $84.3M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $34.4M | 42.6% |
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Insurance contract | $11.5M | 14.2% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund | $9.7M | 12.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.7M | 4.6% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund | $3.6M | 4.5% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund | $3.2M | 4.0% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund Index | $2.9M | 3.5% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund | $1.5M | 1.9% |
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Mutual fund | $1.3M | 1.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 1.6% |
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.
The auditor signed off without reservation. This is the cleanest opinion.