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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 | $15,145 |
UNITED BENEFITS GROUP4 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $10,869 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $5,000 |
10 funds of $250K or more; 29 lines in all, holding $11.5M of the plan's $11.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, collective trust, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Intellicents Moderately Aggressive CIF Manager not matched · Collective trust | $3.3M | 28.7% |
| BlackRock LifePath Index BlackRock · Collective trust Target-date, 9 vintages | $1.8M | 15.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 13.0% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 12.7% |
| BlackRock Technology Opportunities Fund Class K BlackRock · Mutual fund | $865K | 7.5% |
| Intellicents Moderate CIF Manager not matched · Collective trust | $620K | 5.4% |
| Intellicents Aggressive CIF Manager not matched · Collective trust | $563K | 4.9% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $360K | 3.1% |
| BlackRock Core Bond Portfolio Class K Shares BlackRock · Mutual fund | $253K | 2.2% |
| Intellicents Moderately Conservative CIT Manager not matched · Collective trust | $229K | 2.0% |
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 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.