Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $164,057 |
Filed as: HORNOR TOWNSEND & KENT LLC Service code 55 PO BOX 822215 · PHILADELPHIA, PA 19182 | Other Commissions | $83,627 |
PREMIER RETIREMENT PARTNERS5 years Service code 13 8040 EXCELSIOR DR SUITE 401 · MADISON, WI 53717 | Contract Administrator | $13,458 |
18 funds of $250K or more; 25 lines in all, holding $48.8M of the plan's $49.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $39.3M | 80.6% |
| Vanguard 500 Index Fund-Admiral xx Vanguard · Mutual fund Index | $2.5M | 5.1% |
| Collateral, and Par or Maturity Value Cost Value Group annuity con Manager not matched · Insurance contract | $1.6M | 3.3% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.3M | 2.7% |
| Empower Moderately Aggressive Profile Fund Empower · Mutual fund Recordkeeper's own fund | $718K | 1.5% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $564K | 1.2% |
| Janus Henderson Janus Henderson · Mutual fund | $521K | 1.1% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $291K | 0.6% |
| Empower Moderate Profile Fund Empower · Mutual fund Recordkeeper's own fund | $264K | 0.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $186K | 0.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.