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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 | $40,498 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $24,895 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,625 |
11 funds of $250K or more; 12 lines in all, holding $9.1M of the plan's $9.6M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $7.9M | 86.4% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $495K | 5.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $275K | 3.0% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $128K | 1.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $79K | 0.9% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $65K | 0.7% |
| AB Large Cap Growth Z AllianceBernstein · Other | $57K | 0.6% |
| Eupac Fund Capital Group · Mutual fund | $46K | 0.5% |
| Franklin Small CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $30K | 0.3% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $28K | 0.3% |
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.
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.