Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $214,292 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 28 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Investment Management | $31,198 |
21 funds of $250K or more; 13 lines in all, holding $82.4M of the plan's $86.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $67.2M | 81.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.8M | 5.9% |
| Growth Fund R6 Class American Century · Mutual fund | $2.3M | 2.8% |
| Morley Stable Value Fund Principal · Stable value Stable value | $2.0M | 2.4% |
| T. Rowe Price Overseas Stock Fund-I Class T. Rowe Price · Mutual fund | $1.3M | 1.6% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 1.4% |
| John Hancock Disciplined Value Mid Cap Fund Class R6 John Hancock (Manulife) · Mutual fund | $851K | 1.0% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $824K | 1.0% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $591K | 0.7% |
| Loomis Sayles Small Cap Growth N Natixis IM · Other | $467K | 0.6% |
Likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighFranklin Growth Fund Class R6 to Growth Fund R6 Class | $1.7M to $2.3M |
| ReplacedHighMID CAP Value Fund R6 Class to John Hancock Disciplined Value Mid Cap Fund Class R6 | $609K to $851K |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.