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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 | $273,922 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $144,984 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $50,000 |
26 funds of $250K or more; 28 lines in all, holding $170M of the plan's $176M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fxaix Manager not matched · Other | $30.1M | 17.7% |
| Tlxix Manager not matched · Other | $20.4M | 12.0% |
| Tllix Manager not matched · Other | $18.7M | 11.0% |
| Tlzix Manager not matched · Other | $16.0M | 9.4% |
| Tlyix Manager not matched · Other | $10.0M | 5.9% |
| Ttiix Manager not matched · Other | $9.3M | 5.4% |
| Tviix Manager not matched · Other | $7.7M | 4.5% |
| Fspsx Manager not matched · Other | $7.4M | 4.3% |
| Fxnax Manager not matched · Other | $6.7M | 3.9% |
| Fsmdx Manager not matched · Other | $5.7M | 3.4% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.