Filings through .
Filed June 25, 1996
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, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,941 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,360 |
14 funds of $250K or more; 19 lines in all, holding $22.8M of the plan's $23.1M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price All-Cap Opportunities Fund-I Class T. Rowe Price · Mutual fund | $7.5M | 32.8% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $4.9M | 21.3% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $3.7M | 16.2% |
| contracts MassMutual Sagic Diversified Bond I MassMutual · Insurance contract | $2.5M | 10.8% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $887K | 3.9% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $695K | 3.0% |
| Clearbridge International Growth IS Franklin Templeton · Other | $582K | 2.6% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $456K | 2.0% |
| MassMutual Mid Cap Growth Fund Class I MassMutual · Mutual fund | $425K | 1.9% |
| American Funds Capital Group · Mutual fund | $222K | 1.0% |
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.
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.