Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,099 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $5,500 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $595 |
7 funds of $250K or more; 27 lines in all, holding $4.1M of the plan's $4.2M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2030 I Capital Group · Mutual fund | $781K | 19.2% |
| American Funds 2050 I Capital Group · Mutual fund | $492K | 12.1% |
| American Funds 2045 I Capital Group · Mutual fund | $490K | 12.1% |
| American Funds 2040 I Capital Group · Mutual fund | $415K | 10.2% |
| American Funds 2035 I Capital Group · Mutual fund | $367K | 9.1% |
| American Funds 2060 I Capital Group · Mutual fund | $253K | 6.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $251K | 6.2% |
| American Funds 2055 I Capital Group · Mutual fund | $231K | 5.7% |
| American Funds 2065 I Capital Group · Mutual fund | $195K | 4.8% |
| American Funds 2025 I Capital Group · Mutual fund | $128K | 3.2% |
Added 7 funds.
| Fund | Year-end value |
|---|---|
| AddedAmerican Funds 2030 I | $781K |
| AddedAmerican Funds 2050 I | $492K |
| AddedAmerican Funds 2045 I | $490K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.