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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 | $80,681 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,836 |
24 funds of $250K or more; 27 lines in all, holding $32.7M of the plan's $33.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $16.3M | 49.9% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $4.1M | 12.6% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $3.0M | 9.1% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $1.4M | 4.2% |
| Growth Account TIAA (Nuveen) · Mutual fund | $1.2M | 3.8% |
| Artisan International Fund Artisan Partners · Mutual fund | $1.2M | 3.5% |
| Total Global Stock Account TIAA (Nuveen) · Mutual fund | $759K | 2.3% |
| Baron Growth Fund Manager not matched · Mutual fund | $613K | 1.9% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract | $573K | 1.8% |
| American Beacon Small Cap Val Fd American Beacon (Resolute) · Other | $490K | 1.5% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.