Filings through .
Filed April 5, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $93,166 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,080 |
22 funds of $250K or more; 21 lines in all, holding $46.1M of the plan's $47.2M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Goldman Sachs Target Date Retirement Portfolio Class R6 Shares Manager not matched · Mutual fund | $14.7M | 31.8% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 2 vintages | $5.8M | 12.7% |
| Massachusetts Mutual Life Unallocated investment contract - Guaranteed Insurance Company Manager not matched · Insurance contract | $3.5M | 7.6% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $2.9M | 6.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 6.1% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $2.3M | 4.9% |
| Lrg Cap Grth III R1 Manager not matched · Collective trust | $2.3M | 4.9% |
| Small-Cap Index Fund Adm Manager not matched · Mutual fund Index | $1.9M | 4.2% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $1.5M | 3.3% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $1.4M | 3.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.