Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
FARMER & BETTS11+ years Service code 13 · EIN 94-3322438 709 W. LITTLETON BLVD. SUITE 106 · LITTLETON CO, WA 80120 | Contract Administrator | $8,511 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,110 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $286 |
26 funds hold $1.8M of the plan's $3.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath, other, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Separate account Target-date, 2 vintages | $209K | 11.4% |
| THE Hartford Dividend AND Growth Fund Class R4 Hartford Funds · Separate account | $204K | 11.0% |
| American Funds Growth Fund Of Amer R1 Pooled Separate Accounts Capital Group · Separate account | $177K | 9.6% |
| THE Hartford Capital Appreciation Fund Class R4 Hartford Funds · Separate account | $159K | 8.6% |
| THE Hartford Growth Opportunities Fund Class R4 Hartford Funds · Separate account | $134K | 7.2% |
| Invesco Gold & Special Minerals Fund Class R Invesco · Separate account | $125K | 6.8% |
| Disciplined Core Equity Fund R Class American Century · Separate account | $119K | 6.4% |
| BlackRock Global Allocation R. BlackRock · Separate account | $87K | 4.7% |
| Fidelity Advisor Leveraged Company Stock Fund Class M Fidelity (FMR) · Separate account | $83K | 4.5% |
| THE Hartford Total Return Bond Fund Class R4 Hartford Funds · Separate account | $78K | 4.2% |
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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.