Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,824 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $2,192 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
14 funds of $250K or more; 23 lines in all, holding $8.0M of the plan's $8.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, collective trust, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $1.6M | 20.5% |
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 7 vintages | $870K | 10.9% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund Possible retail class A | $733K | 9.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $525K | 6.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund Possible retail class A | $464K | 5.8% |
| Guaranteed Interest Account Manager not matched · Insurance contract | $423K | 5.3% |
| Columbia Select Large Cap Value Fund Institutional 2 Class Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $395K | 5.0% |
| Empower T. Rowe Price Mid Cap Growth Fund Institutional Class T. Rowe Price · Mutual fund Possible retail class A | $344K | 4.3% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund Possible retail class A | $335K | 4.2% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund Possible retail class A | $332K | 4.2% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeColumbia Intrinsic Value Fund Institutional 2 Class to Columbia Select Large Cap Value Fund Institutional 2 Class | $315K to $395K |
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.
The auditor signed off without reservation. This is the cleanest opinion.