Filings through .
Filed November 5, 2009 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,410 |
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $59,000 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,153 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 99 PO BOX 7398 · MADISON, WI 537077398 | Other Fees | $15,750 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
28 funds of $250K or more; 24 lines in all, holding $82.0M of the plan's $87.4M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $41.5M | 50.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $10.1M | 12.4% |
| Fidelity Advisor Growth Opportunities Fund Class I Fidelity (FMR) · Mutual fund | $8.3M | 10.1% |
| GWI Fixed Account - Series Class III Manager not matched · Insurance contract | $7.6M | 9.2% |
| Columbia Mid Cap Index Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund Index | $3.6M | 4.4% |
| Fidelity Advisor Intl Capital App I Fidelity (FMR) · Mutual fund | $2.0M | 2.5% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 2.2% |
| T. Rowe Price QM US Small-Cap GR EQ I T. Rowe Price · Mutual fund | $848K | 1.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $695K | 0.8% |
| Fidelity Equity-Income Fund Class K Fidelity (FMR) · Mutual fund | $678K | 0.8% |
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.