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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $540 |
Service code 33 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage | $0 |
21 funds of $250K or more; 15 lines in all, holding $52.4M of the plan's $56.0M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: JPMorgan SmartRetirement, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Large Cap Growth/JP Morgan Invst Mgmt JPMorgan · Mutual fund Possible retail class A | $9.9M | 19.0% |
| State Street SSgA S&P 500 Index NL Ser C State Street (SSgA) · Mutual fund IndexPossible retail class A | $9.0M | 17.1% |
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $7.4M | 14.2% |
| Party IN Charles Schwab Charles Schwab SDB Sweep Program Charles Schwab · Mutual fund Possible retail class A | $6.2M | 11.8% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund Possible retail class A | $3.8M | 7.3% |
| Empower Select Guaranteed Fund Empower · Insurance contract Recordkeeper's own fund | $2.8M | 5.3% |
| JPMorgan U.S. Equity Fund Class I JPMorgan · Mutual fund Possible retail class A | $2.7M | 5.2% |
| T. Rowe Price Integrated US SM GR EQ 1 T. Rowe Price · Mutual fund Possible retail class A | $2.3M | 4.5% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $2.2M | 4.2% |
| MFS Mid Cap Growth Fund R4 MFS (Sun Life) · Mutual fund Possible retail class A | $2.0M | 3.7% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.