Filings through .
Filed June 19, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,599 |
18 funds hold $41.8M of the plan's $42.3M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $18.6M | 44.6% |
| Columbia Balanced Instl 3 N/R Ameriprise (Columbia Threadneedle) · Mutual fund | $7.4M | 17.8% |
| Incomeflex Target T. Rowe Rtmt Bal N/R T. Rowe Price · Separate account | $7.3M | 17.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.7M | 4.1% |
| Vanguard Total Stock Market Index Fund (R) Vanguard · Mutual fund Index | $1.7M | 4.1% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $901K | 2.2% |
| JPMorgan Emerging Markets Fund R6 N/R JPMorgan · Mutual fund | $851K | 2.0% |
| Artisan Mid Cap Institutional N/R Artisan Partners · Other | $617K | 1.5% |
| Disciplined Value Mid Cap Fund Class I N/R John Hancock (Manulife) · Mutual fund | $517K | 1.2% |
| Empower Guaranteed Income Fund Empower · Insurance contract Recordkeeper's own fund | $371K | 0.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.