Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $30,088 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $25,580 |
NOVA 401(K) ASSOCIATES9 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $8,205 |
9 funds of $250K or more; 29 lines in all, holding $10.3M of the plan's $12.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 6 vintages | $4.3M | 42.1% |
| American Funds Cap Income Builder Fund Capital Group · Mutual fund | $1.3M | 12.5% |
| BlackRock Lifepath Index Rmnt Fund BlackRock · Mutual fund Index | $1.1M | 10.7% |
| Growth Fund OF America Capital Group · Mutual fund | $711K | 6.9% |
| Bond Fund OF America Capital Group · Mutual fund | $467K | 4.5% |
| Wash Mutual Invs Fund Capital Group · Mutual fund | $318K | 3.1% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $234K | 2.3% |
| Vanguard Vangaurd Growth Index Vanguard · Mutual fund Index | $229K | 2.2% |
| AmerFunds EuroPacific Gr Fund Capital Group · Mutual fund | $218K | 2.1% |
| T. Rowe Price Equity Income Fund T. Rowe Price · Mutual fund | $203K | 2.0% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedBlackRock Lifepath Index Rmnt Fund | $1.1M |
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.