Filings through .
No flags tripped on the 2025 filing.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$10K in admin expenses, $74 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 26 lines in all, holding $11.3M of the plan's $11.3M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 20.1% |
| Great Gray Trust American Funds 2045 Capital Group · Collective trust | $1.8M | 16.3% |
| Great Gray Trust American Funds 2060 Capital Group · Collective trust | $1.6M | 14.2% |
| Great Gray Trust American Funds 2065 Capital Group · Collective trust | $1.4M | 12.8% |
| Great Gray Trust American Funds 2040 Capital Group · Collective trust | $862K | 7.7% |
| Great Gray Trust American Funds 2050 Capital Group · Collective trust | $794K | 7.1% |
| Great Gray Trust American Funds 2055 Capital Group · Collective trust | $700K | 6.2% |
| Great Gray Trust American Funds 2025 Capital Group · Collective trust | $257K | 2.3% |
| Fixed Account Empower · Insurance contract Recordkeeper's own fund | $219K | 1.9% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $213K | 1.9% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
16 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
16 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $10,093 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
8 filings · 2018 to 2025