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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,562 |
16 funds of $250K or more; 13 lines in all, holding $15.3M of the plan's $15.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $9.9M | 64.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 15.4% |
| EI Fixed Account - Series Class I Empower · Insurance contract Recordkeeper's own fund | $528K | 3.4% |
| Capital Group EuroPacific Fund Capital Group · Mutual fund | $478K | 3.1% |
| New World Fund Inc Capital Group · Mutual fund | $450K | 2.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $423K | 2.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $369K | 2.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $256K | 1.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $206K | 1.3% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $181K | 1.2% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.