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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $172,335 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $47,339 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,959 |
12 funds of $250K or more; 23 lines in all, holding $21.5M of the plan's $22.1M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1LIVKX Manager not matched · Other | $2.9M | 13.6% |
| 1LIZKX Manager not matched · Other | $2.7M | 12.4% |
| 1LIHKX Manager not matched · Other | $2.6M | 11.9% |
| 1LIJKX Manager not matched · Other | $2.4M | 11.2% |
| 1LIPKX Manager not matched · Other | $2.3M | 10.7% |
| Fxaix Manager not matched · Other | $2.1M | 9.7% |
| 1LINKX Manager not matched · Other | $1.6M | 7.3% |
| 1LIKKX Manager not matched · Other | $1.5M | 7.1% |
| 1LIRKX Manager not matched · Other | $1.1M | 5.0% |
| Fspsx Manager not matched · Other | $367K | 1.7% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.