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| Provider | Service type | Compensation |
|---|---|---|
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 | $37,232 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,971 |
18 funds of $250K or more; 16 lines in all, holding $18.6M of the plan's $19.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower Drive Balanced Empower · Collective trust Recordkeeper's own fund | $7.0M | 37.9% |
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 11 vintages | $4.3M | 23.0% |
| NT Col S&P 500 Index FD - DC - NL - 4 Northern Trust · Collective trust Index | $2.4M | 13.0% |
| NT ACWI EX US IMI FD DC NL Tier 4 Northern Trust · Collective trust | $1.2M | 6.6% |
| NT Agg Bond Index Fund NL T4 Northern Trust · Collective trust Index | $494K | 2.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $478K | 2.6% |
| Northern Col R Northern Trust · Mutual fund | $452K | 2.4% |
| NT Col R2000 Index FD DC NL 4 Northern Trust · Collective trust Index | $445K | 2.4% |
| Mass Mid Cap Growth I MassMutual · Other | $417K | 2.2% |
| Empower Drive Income Fund Empower · Mutual fund Recordkeeper's own fund | $320K | 1.7% |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.