Filings through .
Filed December 22, 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 |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,736 |
WILLIS TOWERS WATSON US LLC1+ years Service code 27 ONE PPG PLACE, SUITE 600 · PITTSBURGH, PA 15222 | Advisory (Plan) | $4,083 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,693 |
17 funds of $250K or more; 27 lines in all, holding $16.1M of the plan's $16.7M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Day One 2035 Fund Manager not matched · Mutual fund | $2.3M | 14.4% |
| Day One 2040 Fund Manager not matched · Mutual fund | $1.8M | 11.2% |
| Day One 2045 Fund Manager not matched · Mutual fund | $1.5M | 9.6% |
| Day One 2050 Fund Manager not matched · Mutual fund | $1.5M | 9.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 9.5% |
| Day One 2030 Fund Manager not matched · Mutual fund | $1.1M | 7.0% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $951K | 5.9% |
| Day One Income Fund Manager not matched · Mutual fund | $578K | 3.6% |
| Day One 2025 Fund Manager not matched · Mutual fund | $558K | 3.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $495K | 3.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.