Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,971 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $57,127 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,682 |
19 funds hold $20.8M of the plan's $21.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $9.9M | 47.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.0M | 14.7% |
| EI Fixed Account Empower · Insurance contract Recordkeeper's own fund | $1.5M | 7.3% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $1.3M | 6.3% |
| Blk Total Return Bond Fund BlackRock · Collective trust | $1.0M | 4.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $924K | 4.4% |
| Fidelity Advisor Equity Growth Fund Fidelity (FMR) · Mutual fund | $478K | 2.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $473K | 2.3% |
| JPMorgan Emerging Markets Equity Fund JPMorgan · Mutual fund | $363K | 1.7% |
| Fidelity Advisor Global Equity Income Fund Fidelity (FMR) · Mutual fund | $336K | 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, 1 rename.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.