Filings through .
Filed March 8, 2005
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 |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $136,529 |
Service code 99 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Other Fees | $44,998 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,385 |
23 funds of $250K or more; 15 lines in all, holding $55.2M of the plan's $60.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $32.2M | 58.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.6M | 11.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $4.1M | 7.5% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $2.7M | 5.0% |
| Empower Trust Company, LLC Unallocated investment contract - The Standard Stable Asset II Empower · Insurance contract Recordkeeper's own fund | $2.4M | 4.3% |
| American Funds Washington Mutual Invt. Fund Capital Group · Mutual fund | $2.0M | 3.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 3.6% |
| Carillon Eagle mid Cap Growth A Raymond James · Other | $774K | 1.4% |
| MID CAP Value Fund R6 Class American Century · Mutual fund | $689K | 1.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $633K | 1.1% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.