Filings through .
Filed April 22, 2006
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, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
15 funds hold $32.0M of the plan's $32.8M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.6M | 14.5% |
| Empower Insurance Company General - Guaranteed Interest Fund Empower · Insurance contract Recordkeeper's own fund | $4.1M | 13.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.1M | 12.8% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.1M | 12.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $3.9M | 12.2% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $2.3M | 7.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 6.1% |
| Pgim High Yield Bond Fund Prudential (PGIM) · Mutual fund | $1.4M | 4.3% |
| MFS International Intrinsic Equity Fund R6 MFS (Sun Life) · Mutual fund | $1.3M | 4.0% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1000K | 3.1% |
No lineup changes between the 2024 and 2025 filings.
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.
The auditor signed off without reservation. This is the cleanest opinion.