Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,725 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,109 |
9 funds of $250K or more; 15 lines in all, holding $8.4M of the plan's $8.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $6.4M | 76.2% |
| Large Cap Growth JPMorgan Investment Management Fund JPMorgan · Insurance contract | $302K | 3.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $283K | 3.4% |
| Bond Fund OF America Capital Group · Mutual fund | $224K | 2.7% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $189K | 2.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $174K | 2.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $174K | 2.1% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $143K | 1.7% |
| Small Cap Growth Fund American Century · Mutual fund | $122K | 1.5% |
| Columbia Small Cap Value Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $115K | 1.4% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedJPMorgan Large Cap Growth Fund | $441K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.