Filings through .
Filed November 10, 2010
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,272 |
PNC BANK, N.A.3 years Filed as: PNC BANK NA Service code 27 1900 E 9TH ST · CLEVELAND, OH 44114 | Advisory (Plan) | $13,552 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,176 |
12 funds of $250K or more; 20 lines in all, holding $8.3M of the plan's $8.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $2.4M | 29.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 19.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $821K | 9.9% |
| PIMCO RAE US Fund Institutional Class PIMCO (Allianz) · Mutual fund | $734K | 8.8% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $657K | 7.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $375K | 4.5% |
| Allspring Core Bond Fund Class R6 Allspring · Mutual fund | $373K | 4.5% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $367K | 4.4% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $337K | 4.1% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $220K | 2.6% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.