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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 | $109,761 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,397 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $40 |
11 funds of $250K or more; 29 lines in all, holding $60.0M of the plan's $67.3M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| IndexSelect Moderate 2035 Fund CL R6 Manager not matched · Collective trust | $16.5M | 27.5% |
| IndexSelect Moderate 2045 Fund CL R6 Manager not matched · Collective trust | $16.4M | 27.3% |
| IndexSelect Moderate Retire Fund CL R6 Manager not matched · Collective trust | $11.1M | 18.4% |
| IndexSelect Moderate 2055 Fund CL R6 Manager not matched · Collective trust | $8.5M | 14.2% |
| IndexSelect Moderate 2065 Fund CL R6 Manager not matched · Collective trust | $2.3M | 3.8% |
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $1.2M | 1.9% |
| IndexSelect Growth 2045 Fund CL R6 Manager not matched · Collective trust | $790K | 1.3% |
| Columbia Large Cap Index Fund Institutional 2 Class Ameriprise (Columbia Threadneedle) · Mutual fund Index | $725K | 1.2% |
| IndexSelect Growth 2055 Fund CL R6 Manager not matched · Collective trust | $570K | 0.9% |
| Dreyfus Government Cash Mgmt Instl BNY · Money market | $356K | 0.6% |
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedIndexSelect Growth 2045 Fund CL R6 | $790K |
| DroppedIndexselect Aggressive 2045 Fund CL R6 | $574K |
| AddedIndexSelect Growth 2055 Fund CL R6 | $570K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.