Filings through .
Filed December 3, 1992
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 Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,352 |
23 funds of $250K or more; 19 lines in all, holding $96.8M of the plan's $101M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, collective trust, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 10 vintages | $72.1M | 74.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.7M | 9.0% |
| MFS Growth Equity Fun CL L MFS (Sun Life) · Mutual fund | $3.6M | 3.7% |
| Empower EI Fixed Account - Series VI Empower · Insurance contract Recordkeeper's own fund | $3.5M | 3.7% |
| Putnam Large Cap Value Trust IA Franklin Templeton · Collective trust | $1.9M | 1.9% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 1.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 1.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.0M | 1.0% |
| SmallCap Growth Fund I R-6 Principal · Mutual fund | $928K | 1.0% |
| Fidelity Emerging Markets Fund Fidelity (FMR) · Mutual fund | $594K | 0.6% |
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedEupac Fund Class R-6 | $1.0M |
| AddedFidelity Emerging Markets Fund | $594K |
| DroppedDate, Rate of Interest, Collateral, Par or (e) Mutual Funds: A | $482K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
The auditor signed off without reservation. This is the cleanest opinion.