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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,292 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,766 |
12 funds of $250K or more; 25 lines in all, holding $15.0M of the plan's $12.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $11.5M | 76.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 6.8% |
| Capital Preservation Fund Manager not matched · Stable value Stable value | $730K | 4.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $344K | 2.3% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $326K | 2.2% |
| Lvip Dimensional U.S. Core Equity 1 Dimensional · Separate account | $177K | 1.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $175K | 1.2% |
| U.S. Government Securities Fund Class R-6 Capital Group · Mutual fund | $165K | 1.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $106K | 0.7% |
| Lvip Baron Growth Opportunities Lincoln Financial · Separate account | $78K | 0.5% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeBaird Core Plus Bond Fund to Baird Core Plus Bond Fund Institutional | $279K to $326K |
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 61,314 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.