Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $27,820 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,901 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
17 funds of $250K or more; 15 lines in all, holding $26.3M of the plan's $27.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 5 vintages | $5.4M | 20.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.0M | 15.2% |
| Columbia Seligman Comm & Information A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $3.7M | 14.1% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-R Class T. Rowe Price · Mutual fund | $2.8M | 10.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 7.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 6.5% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $1.4M | 5.2% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $1.0M | 3.9% |
| Guaranteed Investment Contract Great-West Life & Annuity Company Empower · Insurance contract Recordkeeper's own fund | $968K | 3.7% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $962K | 3.7% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.