Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 59 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $93,860 |
DEFINITI LLC1+ years Service code 13 535 KEISLER DR STE 102 · CARY, NC 27518 | Contract Administrator | $19,958 |
CREATIVE PLANNING LLC1+ years Service code 27 5440 W. 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $10,000 |
23 funds of $250K or more; 12 lines in all, holding $68.1M of the plan's $70.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $40.0M | 58.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $14.6M | 21.5% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $2.7M | 4.0% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $2.2M | 3.2% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 2.8% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $1.9M | 2.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 1.6% |
| Invesco Discovery Fund Class R6 Invesco · Mutual fund | $1.0M | 1.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $965K | 1.4% |
| Stable value collective trust fund (held by Empower Trust Company, LLC) Putnam Investments Franklin Templeton · Stable value Stable value | $949K | 1.4% |
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.
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.