Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 801115002 | Recordkeeping Fees | $31,397 |
LPL FINANCIAL8 years Service code 27 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $8,308 |
Filed as: MMLIS Service code 55 · EIN 04-1590850 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $6,659 |
Filed as: BENEFIT DESIGN & ADMIN INC, DBA CBA Service code 13 | Contract Administrator | $4,603 |
Service code 13 · EIN 54-1370499 4801 COX RD · GLEN ALLEN, VA 23060 | Contract Administrator | $700 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INS. COMPANY OF AM. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
10 funds of $250K or more; 13 lines in all, holding $6.5M of the plan's $6.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $2.7M | 40.8% |
| JP Morgan Large Cap Growth Invst JPMorgan · Insurance contract | $1.0M | 15.6% |
| Fidelity Value Fund Fidelity (FMR) · Mutual fund | $999K | 15.3% |
| General Account Empower · Insurance contract Recordkeeper's own fund | $798K | 12.2% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $259K | 4.0% |
| MassMutual Mid Cap Growth Fund Class I MassMutual · Mutual fund | $215K | 3.3% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $187K | 2.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $159K | 2.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $108K | 1.6% |
| Franklin Templeton Small Cap Value Franklin Templeton · Collective trust | $74K | 1.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.