Filings through .
Filed January 10, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $36,316 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,964 |
BIG SKY RETIREMENT INC7 years Filed as: BIG SKY RETIREMENT INC. Service code 13 · EIN 82-4211528 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $30,992 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,495 |
VOYA FINANCIAL ADVISORS INC9 years Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $6,434 |
19 funds of $250K or more; 49 lines in all, holding $17.4M of the plan's $18.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $9.5M | 54.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 6.1% |
| Voya T. Rowe Price Capital Appreciation T. Rowe Price · Separate account | $974K | 5.6% |
| Putnam Large Cap Growth Fund Class R6 Franklin Templeton · Mutual fund | $807K | 4.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $633K | 3.6% |
| Blackrock Health Sciences Opportunities Portfolio Class K BlackRock · Mutual fund | $387K | 2.2% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $372K | 2.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $345K | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $309K | 1.8% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $283K | 1.6% |
No lineup changes between the 2024 and 2025 filings.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.