Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,260 |
ROCKEFELLER FINANCIAL LLC6 years Service code 55 45 ROCKEFELLER PLAZA, FLOOR 5 · NEW YORK, NY 10111 | Other Commissions | $14,089 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,536 |
8 funds of $250K or more; 21 lines in all, holding $6.5M of the plan's $6.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $5.3M | 80.8% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $318K | 4.9% |
| State Street Global EQ EX-US Index K State Street (SSgA) · Mutual fund Index | $168K | 2.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $122K | 1.9% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $108K | 1.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $89K | 1.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $79K | 1.2% |
| Growth Fund R6 Class American Century · Mutual fund | $68K | 1.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $63K | 1.0% |
| Amer Funds Moderate G/I Portfolio R6 Capital Group · Mutual fund | $56K | 0.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.