Filings through .
Filed December 24, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
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 | $19,626 |
25 funds of $250K or more; 20 lines in all, holding $52.2M of the plan's $52.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 12 vintages | $31.0M | 59.5% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund Possible retail class A | $3.2M | 6.2% |
| Columbia Contrarian Core Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $2.7M | 5.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $2.4M | 4.6% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund Possible retail class A | $2.0M | 3.9% |
| FlexPath Stable Value Fund Cl R1 Manager not matched · Stable value Stable value | $1.8M | 3.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund Possible retail class A | $1.7M | 3.3% |
| MFS Mid Cap Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class A | $1.5M | 3.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $1.0M | 1.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $936K | 1.8% |
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.
The auditor signed off without reservation. This is the cleanest opinion.