Filings through .
Filed November 9, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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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 | $20,152 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,306 |
Filed as: MMLIS Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $0 |
23 funds of $250K or more; 70 lines in all, holding $19.1M of the plan's $20.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Mutual fund Target-date, 8 vintages | $5.0M | 26.2% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $1.8M | 9.4% |
| BlackRock LifePath Dynamic Retirement Fund Class K BlackRock · Mutual fund | $1.6M | 8.3% |
| Fidelity OTC Portfolio Fidelity (FMR) · Mutual fund | $1.3M | 6.7% |
| Mass MM S&P 500 Index MassMutual · Money market Index | $1.2M | 6.4% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund | $1.0M | 5.3% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $698K | 3.7% |
| Janus Henderson Russel Mid-Cap Index Janus Henderson · Mutual fund Index | $611K | 3.2% |
| Stock Index Fund Corebridge (AIG) · Mutual fund Index | $490K | 2.6% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $454K | 2.4% |
Added 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchMassMutual Select T. Rowe Price Retirement 2030 Fund to BlackRock LifePath Dynamic 2030 Fund Class K | $5.9M to $5.0M |
| AddedBlackRock LifePath Dynamic Retirement Fund Class K | $1.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.