Filings through .
Filed October 23, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL TOPCO LLC DBA Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $36,185 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,703 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 26 · EIN 94-1737782 | Advisory (Participants) | $0 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
MMLIS1 year Service code 55 1295 STATE ST · SPRINGFIELD, MA 01111 | Other Commissions | $0 |
17 funds of $250K or more; 21 lines in all, holding $31.8M of the plan's $33.0M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower Life & Annuity Insurance Compa Empower · Insurance contract Recordkeeper's own fund | $13.2M | 41.5% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 5 vintages | $5.4M | 17.0% |
| Empower Core Bond Fund (Premier) Empower · Separate account Recordkeeper's own fund | $5.4M | 16.8% |
| Empower S&P 500 Index Fund Empower · Mutual fund IndexRecordkeeper's own fund | $1.7M | 5.3% |
| Empower Select Mid Cap Growth Equity II Empower · Other Recordkeeper's own fund | $881K | 2.8% |
| American Euro-Pacific Growth Fund Capital Group · Mutual fund | $777K | 2.4% |
| Growth Fund OF America Capital Group · Mutual fund | $737K | 2.3% |
| Wells Fargo Select Mid Cap Value Allspring · Other | $657K | 2.1% |
| Empower Select Small Cap Growth Equity Empower · Other Recordkeeper's own fund | $506K | 1.6% |
| Empower Premier International Equity Empower · Other Recordkeeper's own fund | $474K | 1.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.