Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,929 |
15 funds of $250K or more; 19 lines in all, holding $23.9M of the plan's $24.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $18.5M | 77.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 6.7% |
| Fidelity Large C ap Growth Fund Fidelity (FMR) · Mutual fund | $1.2M | 5.0% |
| Fidelity Mid C ap Index Fund Fidelity (FMR) · Mutual fund Index | $685K | 2.9% |
| Fidelity Small C ap Index Fund Fidelity (FMR) · Mutual fund Index | $434K | 1.8% |
| Pimc O Rae US Small Institutional Fund Empower · Mutual fund Recordkeeper's own fund | $320K | 1.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $258K | 1.1% |
| Putnam Large C ap Value Fund Franklin Templeton · Mutual fund | $253K | 1.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $167K | 0.7% |
| American C entury Small C ap Growth Fund Empower · Mutual fund Recordkeeper's own fund | $114K | 0.5% |
Added 1 fund, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Large C ap Growth Fund | $1.2M |
| DroppedFidelity Large Cap Growth Index Fund | $742K |
| ReplacedHighPIMCO RAE US Small Fund Institutional Class to Pimc O Rae US Small Institutional Fund | $268K to $320K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.