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 | $46,437 |
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $21,647 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,764 |
7 funds of $250K or more; 17 lines in all, holding $4.9M of the plan's $4.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $2.9M | 59.3% |
| maturity date, rate of interest, collateral, par, or maturity value Blackrock Lifepath Index BlackRock · Mutual fund Index | $906K | 18.6% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $321K | 6.6% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $205K | 4.2% |
| Franklin International Equity Fund (R6) Franklin Templeton · Mutual fund | $89K | 1.8% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $74K | 1.5% |
| Franklin Global Equity Fund Class IS Franklin Templeton · Mutual fund | $72K | 1.5% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $71K | 1.5% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $68K | 1.4% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $50K | 1.0% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.