Filings through .
Filed August 26, 2004
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, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,133 |
26 funds of $250K or more; 18 lines in all, holding $107M of the plan's $107M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $57.2M | 53.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $13.4M | 12.5% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $7.1M | 6.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $5.4M | 5.0% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $4.4M | 4.1% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $3.7M | 3.4% |
| Vanguard Money Market Reserves Federal Money Market Fund Vanguard · Money market | $3.0M | 2.8% |
| MID CAP Value Fund R6 Class American Century · Mutual fund | $2.4M | 2.2% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $2.0M | 1.9% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $1.9M | 1.8% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.