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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,288 |
EMPOWER ADVISORY GROUP, LLC3+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,015 |
28 funds of $250K or more; 24 lines in all, holding $75.0M of the plan's $75.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, collective trust, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 9 vintages | $15.7M | 20.9% |
| Empower S&P 500 Index Separate Acct (IS) Empower · Separate account IndexRecordkeeper's own fund | $15.6M | 20.8% |
| GW&K Small Cap Core Equity CIF Manager not matched · Collective trust | $8.1M | 10.9% |
| William Blair Large Cap Growth Fund Class I William Blair · Mutual fund | $4.6M | 6.1% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.4M | 4.5% |
| Wellington CIF II Quality Value S1 Wellington · Collective trust | $2.7M | 3.6% |
| Congress Small Cap Growth CIT Manager not matched · Collective trust | $2.6M | 3.5% |
| Federated Hermes Total Ret Bd CIF Cl P Federated Hermes · Collective trust | $2.4M | 3.2% |
| Kayne Anderson Rudnick Mid Cap Core Cl 3 Kayne Anderson · Collective trust | $2.4M | 3.1% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 2.9% |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.