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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $20,128 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,592 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $354 |
6 funds of $250K or more; 25 lines in all, holding $9.6M of the plan's $9.9M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1ISMRFI Manager not matched · Other | $4.0M | 42.0% |
| 1ISM35I Manager not matched · Other | $2.0M | 20.4% |
| 1MHPJA1 Manager not matched · Other | $1.1M | 11.9% |
| 1ISM45I Manager not matched · Other | $730K | 7.6% |
| 1ISM55I Manager not matched · Other | $464K | 4.8% |
| 1fifrx Manager not matched · Other | $250K | 2.6% |
| 1Wfspx1 Manager not matched · Other | $243K | 2.5% |
| 1ISA45I Manager not matched · Other | $124K | 1.3% |
| 1rbfgx Manager not matched · Other | $105K | 1.1% |
| 1hraux Manager not matched · Other | $75K | 0.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return 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.