Filings through .
Filed June 3, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,896 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $20,829 |
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 | $0 |
21 funds hold $40.6M of the plan's $45.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Century One Choice, other, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Century One Choice American Century · Other Target-date, 8 vintages | $27.2M | 67.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.1M | 7.6% |
| Great Gray Blended Resrch Core Eqty Great Gray · Other | $1.8M | 4.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 3.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $875K | 2.2% |
| Putnam Franklin Templeton · Mutual fund | $825K | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $824K | 2.0% |
| Large Cap Value Fund R1 Manager not matched · Mutual fund Possible retail class R1 | $704K | 1.7% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $695K | 1.7% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $478K | 1.2% |
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.