Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $261,464 |
MESIROW FINANCIAL INVESTMENT MANAGE11+ years Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $221,640 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 27 DBA CREATIVE PLANNING · OVERLAND PARK, KS 66211 | Advisory (Plan) | $85,000 |
31 funds of $250K or more; 21 lines in all, holding $302M of the plan's $242M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $130M | 43.2% |
| Empower S&P 500 Index Separate Acct (IS) Empower · Separate account IndexRecordkeeper's own fund | $51.2M | 17.0% |
| AB Us Large Cap Growth CIT (W Sers) L AllianceBernstein · Collective trust | $26.7M | 8.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $15.0M | 5.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $10.0M | 3.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.6M | 3.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.6M | 3.2% |
| Putnam Large Cap Value Trust IA Franklin Templeton · Collective trust | $8.2M | 2.7% |
| EI Fixed Account - Series Class II Manager not matched · Insurance contract | $7.2M | 2.4% |
| Capital Group Europacific Growth SA Capital Group · Separate account | $6.2M | 2.1% |
Added 5 funds, likely replaced 3 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund Admiral Shares to Empower S&P 500 Index Separate Acct (IS) | $38.3M to $51.2M |
| AddedPutnam Large Cap Value Trust IA | $8.2M |
| ReplacedHighPrincipal Equity Income Fund; Institutional Class to BlackRock Total Return Bond Fund Class 6 | $7.4M to $2.8M |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.