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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,341 |
LPL FINANCIAL10+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $28,647 |
12 funds of $250K or more; 22 lines in all, holding $11.5M of the plan's $11.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $8.5M | 73.4% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $861K | 7.5% |
| THE Hartford Dividend AND Growth Fund Class R6 Hartford Funds · Mutual fund | $350K | 3.0% |
| Fidelity Freedom Index Ret Ins Prem TD Index Fidelity (FMR) · Mutual fund Index | $312K | 2.7% |
| Macquarie Systematic Emerg Mkts EQ Inst Macquarie / Nomura · Other | $217K | 1.9% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $205K | 1.8% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $201K | 1.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $189K | 1.6% |
| Fidelity International Capital Appreciation Fund Fidelity (FMR) · Mutual fund | $188K | 1.6% |
| Columbia Small Cap Value Discovery Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $147K | 1.3% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Freedom Index Ret Ins Prem TD Index | $312K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.