Filings through .
Filed May 3, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $351,959 |
2 funds of $250K or more; 8 lines in all, holding $3.3M of the plan's $188M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Tturx Manager not matched · Other | $2.2M | 64.8% |
| Ttrtx Manager not matched · Other | $895K | 26.9% |
| Guaranteed Interest Account Manager not matched · Insurance contract | $126K | 3.8% |
| Tfrrx Manager not matched · Other | $60K | 1.8% |
| Torfx Manager not matched · Other | $48K | 1.4% |
| EQ/Balanced Strategy Manager not matched · Other | $42K | 1.3% |
| Target 2035 Allocation Manager not matched · Other | $3K | <0.1% |
| Multimanager Aggressive Equity Manager not matched · Other | $129 | <0.1% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.