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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 | $29,332 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,950 |
24 funds of $250K or more; 17 lines in all, holding $32.0M of the plan's $33.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $10.8M | 33.9% |
| Harbor Capital Appreciation Instl Harbor Capital · Other | $4.4M | 13.9% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $3.4M | 10.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $2.6M | 8.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 4.8% |
| Empower EI Fixed Account - Series Class III Empower · Insurance contract Recordkeeper's own fund | $1.5M | 4.8% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.3M | 4.1% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 3.5% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $938K | 2.9% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $881K | 2.8% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.