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| Provider | Service type | Compensation |
|---|---|---|
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 | $24,166 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,237 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $4,434 |
9 funds of $250K or more; 27 lines in all, holding $6.8M of the plan's $7.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 19% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 4 vintages | $1.3M | 18.9% |
| iShares S&P 500 Index Fund Institutional Shares BlackRock · ETF Index | $601K | 8.8% |
| MES Moderate Allocation R4 Manager not matched · Mutual fund | $570K | 8.4% |
| MES Aggressive Growth Allocation R4 Manager not matched · Mutual fund | $503K | 7.4% |
| ClearBridge Aggressive Growth A N/R Franklin Templeton · Mutual fund Possible retail class A | $460K | 6.8% |
| Allspring Smid Cap Growth Fund Class A Allspring · Mutual fund Possible retail class A | $423K | 6.2% |
| Invesco Global Fund Class A Invesco · Mutual fund Possible retail class A | $335K | 4.9% |
| T. Rowe Price International Value Equity Fund-I Class T. Rowe Price · Mutual fund | $305K | 4.5% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $218K | 3.2% |
| THE Hartford Midcap Fund Class R6 Hartford Funds · Mutual fund | $211K | 3.1% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.