Filings through .
Filed September 18, 2020 (most recent of 2 filings on file)
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Total covered: 47 employees
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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 | $121,475 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $37,188 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,261 |
22 funds of $250K or more; 19 lines in all, holding $33.8M of the plan's $34.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $5.8M | 17.2% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $4.8M | 14.2% |
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 9 vintages | $4.1M | 12.2% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $3.5M | 10.3% |
| FRS Putnam Lrg Cap Val Fund G1 Franklin Templeton · Collective trust | $3.2M | 9.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.8M | 8.3% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.9M | 5.6% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 4.7% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $1.3M | 4.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $905K | 2.7% |
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedClearBridge International Growth Fund Class IS | $456K |
| AddedAmerican Funds American Balance R6 | $435K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.