Filings through .
Filed July 28, 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 |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $141,478 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $123,615 |
19 funds of $250K or more; 21 lines in all, holding $58.2M of the plan's $60.2M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $12.9M | 22.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.0M | 13.8% |
| Goldman Sachs Stable Value Collective Trust Goldman Sachs · Stable value Stable value | $7.1M | 12.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.7M | 11.4% |
| Great Gray IndexSelect Moderate 2045 Fund CL R6 Manager not matched · Mutual fund | $5.1M | 8.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.1M | 5.4% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $2.7M | 4.6% |
| Great Gray IndexSelect Moderate 2055 Fund CL R6 Manager not matched · Mutual fund | $2.4M | 4.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 3.5% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.6M | 2.7% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedEupac Fund Class R-6 | $2.0M |
| AddedMFS International Growth Fund R6 | $1.6M |
| AddedInvesco Comstock Fund Class R6 | $543K |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.