Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,587 |
SYMPHONY FINANCIAL LTD. CO2 years Filed as: SYMPHONY FINANCIAL SERVICES INC Service code 27 4100 EMBASSY PKY STE 100 · AKRON, OH 44333 | Advisory (Plan) | $15,866 |
9 funds of $250K or more; 15 lines in all, holding $5.1M of the plan's $5.1M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 8 vintages | $2.1M | 41.9% |
| Columbia Balanced Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $630K | 12.3% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $548K | 10.7% |
| BlackRock Equity Index 1 BlackRock · Collective trust Index | $444K | 8.7% |
| Mid Cap Value Fund American Century · Mutual fund | $291K | 5.7% |
| Goldman Sachs GQP Partners Intl Opps Fund Goldman Sachs · Mutual fund | $241K | 4.7% |
| BNY Mellon Dynamic Value Fund BNY · Mutual fund | $235K | 4.6% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $122K | 2.4% |
| Emerging Markets Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $107K | 2.1% |
| Nationwide Geneva Small Cap Growth Fund Nationwide · Mutual fund | $100K | 2.0% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeColumbia Balanced Fund Institutional 3 Class to Columbia Balanced Fund Institutional Class | $451K to $630K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.