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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,554 |
4 funds of $250K or more; 11 lines in all, holding $4.9M of the plan's $5.0M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 91% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $4.5M | 90.7% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $219K | 4.4% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $47K | 0.9% |
| PIMCO RAE US Small Fund Institutional Class PIMCO (Allianz) · Mutual fund | $46K | 0.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $46K | 0.9% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $45K | 0.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $21K | 0.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $12K | 0.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $12K | 0.2% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund Index | $11K | 0.2% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.