Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $128,485 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $26,312 |
28 funds of $250K or more; 18 lines in all, holding $53.6M of the plan's $55.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 11 vintages | $33.6M | 62.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.0M | 9.2% |
| T. Rowe Price New America Growth Fund T. Rowe Price · Mutual fund | $3.1M | 5.8% |
| American Balanced Fund Capital Group · Mutual fund | $1.5M | 2.8% |
| Putnam Large Cap Value Trust Franklin Templeton · Collective trust | $1.2M | 2.3% |
| Invesco Stable Value Trust Invesco · Stable value Stable value | $1.1M | 2.0% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $983K | 1.8% |
| MFS International Growth Fund MFS (Sun Life) · Mutual fund | $874K | 1.6% |
| T. Rowe Price Global Stock Fund T. Rowe Price · Mutual fund | $829K | 1.5% |
| American Century Small Cap Value American Century · Other | $827K | 1.5% |
Dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighJPMorgan Emrg Mkts Research Enhance to Emerging Markets Core Equity 2 Portfolio Institutional Class | $538K to $983K |
| DroppedLord Abbett Developing Growth Fund Inc | $320K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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.