Filings through .
Filed March 22, 2006
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 |
|---|---|---|
Service code 13 118 PORTSMOUTH AVE STE D201 · STRATHAM, NH 03885 | Contract Administrator | $22,764 |
Service code 27 6465 GREENWOOD PLAZA BLVD STE 625 · CENTENNIAL, CO 80111 | Advisory (Plan) | $3,822 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,156 |
Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $160 |
6 funds of $250K or more; 19 lines in all, holding $3.3M of the plan's $3.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $2.7M | 82.8% |
| Empower Series Class I Fund Fund Empower · Insurance contract Recordkeeper's own fund | $170K | 5.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $115K | 3.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $48K | 1.5% |
| Federated Hermes Mid-Cap Index Fund Class R6 Shares Federated Hermes · Mutual fund Index | $44K | 1.3% |
| Allspring Special Mid Cap Value Fund Class R6 Allspring · Mutual fund | $35K | 1.1% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $33K | 1.0% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $25K | 0.8% |
| Invesco Small CAP Value Fund Class R6 Invesco · Mutual fund | $24K | 0.7% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $22K | 0.7% |
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.