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, LLC4+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,758 |
ROCKEFELLER FINANCIAL LLC2 years Service code 27 45 ROCKEFELLER PLAZA · NEW YORK, NY 10111 | Advisory (Plan) | $37,939 |
21 funds of $250K or more; 19 lines in all, holding $24.4M of the plan's $24.8M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $8.5M | 35.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.2M | 13.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 10.5% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $2.2M | 9.0% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $1.4M | 5.9% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $1.2M | 5.0% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $871K | 3.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $723K | 3.0% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $657K | 2.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $508K | 2.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.