Filings through .
Filed April 18, 2016 (most recent of 8 filings on file)
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, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $256,758 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 275 WYMAN ST STE 400 · WALTHAM, MA 02451 | Advisory (Plan) | $132,693 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,783 |
28 funds of $250K or more; 18 lines in all, holding $104M of the plan's $106M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $42.6M | 41.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $12.4M | 11.9% |
| Great-West Sagic Core Bond I Empower · Insurance contract Recordkeeper's own fund | $9.8M | 9.4% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $5.4M | 5.2% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.6M | 4.5% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $4.5M | 4.3% |
| JP Morgan Chase Bank NA Large Cap Value Fund III CL R1 JPMorgan · Mutual fund Possible retail class R1 | $3.8M | 3.6% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $3.1M | 3.0% |
| Capital Core Plus Bond Fund III CL R1 Capital Group · Collective trust | $3.1M | 3.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $2.7M | 2.6% |
Added 3 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeAmerican Funds 2035 Target Date Retirement Fund Class R-6 to American Funds Target Date 2035 Fund | $39.0M to $42.6M |
| AddedFidelity Blue Chip Growth Fund | $4.5M |
| AddedFidelity International Equity Fund Fee Class R1 | $2.3M |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.