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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,330 |
Filed as: NYLIFE SECURITIES LLC Service code 55 51 MADISON AVE RM 251 · NEW YORK, NY 100101603 | Other Commissions | $24,670 |
EMPOWER ADVISORY GROUP, LLC4+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,917 |
Service code 27 3355 COCHRAN ST. 101 · SIMI VALLEY, CA 93063 | Advisory (Plan) | $4,481 |
13 funds of $250K or more; 21 lines in all, holding $12.9M of the plan's $13.1M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Indexselect M Oderate 2035 Fund CL I Manager not matched · Mutual fund | $2.6M | 19.9% |
| Great Gray Indexselect M Oderate Retire Fund CL I Manager not matched · Mutual fund | $1.9M | 14.7% |
| Great Gray Indexselect M Oderate 2045 Fund CL I Manager not matched · Mutual fund | $1.4M | 10.7% |
| Great Gray Indexselect M Oderate 2055 Fund CL I Manager not matched · Mutual fund | $1.3M | 10.1% |
| Large CAP Growth / JP M Organ Invst M GM T Manager not matched · Other | $948K | 7.3% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $773K | 6.0% |
| State Street State St S&P 500 Indx SL Cl II State Street (SSgA) · Collective trust Index | $759K | 5.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $544K | 4.2% |
| Janus Henderson Overseas Fund Class N Janus Henderson · Mutual fund | $490K | 3.8% |
| Great Gray Indexselect M Oderate 2065 Fund CL I Manager not matched · Mutual fund | $478K | 3.7% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedEM Power Large Cap Value Inst | $293K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 2 renames.
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.