Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,221 |
OSAIC WEALTH INC2 years Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $15,865 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,086 |
5 funds of $250K or more; 19 lines in all, holding $3.7M of the plan's $3.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 7 vintages | $2.4M | 65.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $366K | 9.9% |
| New Perspective Fund Capital Group · Mutual fund | $131K | 3.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $109K | 3.0% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $103K | 2.8% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $78K | 2.1% |
| JPMorgan Emerging Markets Equity Fund Class R6 JPMorgan · Mutual fund | $69K | 1.9% |
| Key Guranteed Portfolio Fund Manager not matched · Insurance contract | $68K | 1.8% |
| American Funds EuroPacific Capital Group · Mutual fund | $60K | 1.6% |
| MID CAP Value Fund R6 Class American Century · Mutual fund | $54K | 1.4% |
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 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.