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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,601 |
14 funds of $250K or more; 20 lines in all, holding $11.6M of the plan's $11.6M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Fidelity Freedom Index, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $7.4M | 64.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 10.7% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $563K | 4.9% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $451K | 3.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $408K | 3.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $280K | 2.4% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $278K | 2.4% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $202K | 1.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $173K | 1.5% |
| JPMorgan International Equity Fund Class R6 JPMorgan · Mutual fund | $99K | 0.9% |
No lineup changes between the 2024 and 2025 filings.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.