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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $6,623 |
9 funds of $250K or more; 12 lines in all, holding $8.1M of the plan's $8.6M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: SSgA Target Retirement, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 10 vintages | $2.9M | 35.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $2.2M | 26.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 16.8% |
| MFS Blended Research Core Equity Fund R6 MFS (Sun Life) · Mutual fund | $599K | 7.4% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $297K | 3.6% |
| Par, or Maturity Value Cost Value Mutual Funds Dodge & Dodge & Cox · Mutual fund | $225K | 2.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $150K | 1.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $138K | 1.7% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $126K | 1.6% |
| MFS International Equity Fund Class I MFS (Sun Life) · Mutual fund | $106K | 1.3% |
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.