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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,033 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $9,514 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,581 |
2 funds of $250K or more; 18 lines in all, holding $3.6M of the plan's $3.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $2.0M | 55.0% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $824K | 22.7% |
| Invesco International Growth Fund Class R6 Invesco · Mutual fund | $294K | 8.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $157K | 4.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $88K | 2.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $60K | 1.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $50K | 1.4% |
| Empower Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $41K | 1.1% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $22K | 0.6% |
| Empower Nomura Diversified Income R6 Empower · Mutual fund Recordkeeper's own fund | $20K | 0.6% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.