Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL LLC4 years Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $37,955 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,642 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,772 |
15 funds of $250K or more; 16 lines in all, holding $15.2M of the plan's $15.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $6.0M | 39.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.3M | 21.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 13.9% |
| Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $775K | 5.1% |
| MFS Global MFS Intl Diversification R6 MFS (Sun Life) · Mutual fund | $552K | 3.6% |
| Blackrock Equity Dividend Fund Class K BlackRock · Mutual fund | $535K | 3.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $495K | 3.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $337K | 2.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $253K | 1.7% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $234K | 1.5% |
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.
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.