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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 | $189,239 |
EMPOWER ADVISORY GROUP, LLC2+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $89,632 |
27 funds of $250K or more; 17 lines in all, holding $219M of the plan's $223M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, collective trust, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 12 vintages | $66.3M | 30.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $54.9M | 25.1% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $33.8M | 15.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $12.6M | 5.8% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $11.9M | 5.4% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $8.1M | 3.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $7.0M | 3.2% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $4.6M | 2.1% |
| Fidelity Mid-Cap Stock Fund Class K Fidelity (FMR) · Mutual fund | $4.4M | 2.0% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.1M | 1.9% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.