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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 | $35,700 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $26,457 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,046 |
25 funds of $250K or more; 34 lines in all, holding $21.6M of the plan's $21.6M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ifxaix Manager not matched · Other | $2.4M | 11.1% |
| Ivithx Manager not matched · Other | $2.1M | 9.8% |
| Ivbtlx Manager not matched · Other | $1.8M | 8.2% |
| Ihnacx Manager not matched · Other | $1.6M | 7.3% |
| Ivthrx Manager not matched · Other | $1.3M | 6.2% |
| Idflvx Manager not matched · Other | $1.0M | 4.8% |
| Ivitvx Manager not matched · Other | $959K | 4.4% |
| Idffvx Manager not matched · Other | $869K | 4.0% |
| Ifsmdx Manager not matched · Other | $815K | 3.8% |
| I1vtmgx Manager not matched · Other | $681K | 3.2% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.