Filings through .
Filed April 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,041 |
Filed as: AMERIPRISE FINANCIAL SERVICVES LLC Service code 55 | Other Commissions | $16,607 |
ADMIN PARTNERS, LLC9 years Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $2,852 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $800 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
3 funds of $250K or more; 52 lines in all, holding $3.7M of the plan's $3.8M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Century RD Hybrid IN RET CL I American Century · Collective trust | $1.8M | 48.5% |
| American Century RD Hybrid 2035 CL I American Century · Collective trust | $314K | 8.4% |
| American Century RD Hybrid 2045 CL I American Century · Collective trust | $308K | 8.2% |
| Collective Trust Funds American Century RD Hybrid 2030 CL I Fund American Century · Collective trust | $192K | 5.1% |
| American Century RD Hybrid 2040 CL I American Century · Collective trust | $159K | 4.3% |
| American Century RD Hybrid 2050 CL I American Century · Collective trust | $155K | 4.2% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Mutual fund Index | $138K | 3.7% |
| Empower GWI Fixed Account - Series Class II Empower · Insurance contract Recordkeeper's own fund | $102K | 2.7% |
| Valic Fixed Account Plus Corebridge (AIG) · Insurance contract | $65K | 1.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $58K | 1.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.