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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 | $46,137 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
16 funds of $250K or more; 10 lines in all, holding $73.1M of the plan's $73.8M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 7 vintages | $47.9M | 65.5% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $13.0M | 17.8% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $4.2M | 5.8% |
| Eaton Vance Atlanta Capital Smid-Cap Fund Morgan Stanley · Mutual fund | $2.5M | 3.5% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $2.2M | 2.9% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $1.2M | 1.7% |
| Harding Loevner International Equity Portfolio Affiliated Managers Group · Mutual fund | $647K | 0.9% |
| Invesco Stable Value Fund Invesco · Stable value Stable value | $559K | 0.8% |
| Diversified Real Asset Fund Principal · Mutual fund | $424K | 0.6% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $420K | 0.6% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.