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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $89,932 |
14 funds of $250K or more; 17 lines in all, holding $26.9M of the plan's $27.7M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 10% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Drive Balanced Manager not matched · Collective trust | $12.6M | 46.7% |
| Northern Trust Collective S&P 500 Index Fund Northern Trust · Collective trust Index | $4.7M | 17.7% |
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 11 vintages | $2.8M | 10.5% |
| Drive Income Manager not matched · Collective trust | $2.5M | 9.4% |
| Allspring Special Small Cap Value Fund Allspring · Mutual fund | $707K | 2.6% |
| MassMutual Mid Cap Growth Fund Class I MassMutual · Mutual fund | $622K | 2.3% |
| Northern Trust Collective Russell 2000 Index Fund Northern Trust · Collective trust Index | $540K | 2.0% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Collective trust | $485K | 1.8% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $389K | 1.4% |
| SmallCap Growth Fund I Principal · Mutual fund | $315K | 1.2% |
Covers 60,908 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.