Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,584 |
SIGMA FINANCIAL CORPORATION3 years Service code 27 300 PARKLAND PLAZA · ANN ARBOR, MI 48103 | Advisory (Plan) | $17,940 |
Service code 13 · EIN 38-3220894 445 SOUTH LIVERNOIS ROAD, SUITE 310 · ROCHESTER HILLS, MI 48307 | Contract Administrator | $11,798 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,688 |
11 funds of $250K or more; 23 lines in all, holding $9.6M of the plan's $9.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Target, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Target T. Rowe Price · Mutual fund Target-date, 10 vintages | $6.2M | 65.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 12.0% |
| BlackRock Technology Opportunities Fund BlackRock · Mutual fund | $599K | 6.2% |
| JPMorgan Growth Advantage Fund JPMorgan · Mutual fund | $280K | 2.9% |
| Invesco Gold & Special Minerals Fund Invesco · Mutual fund | $215K | 2.2% |
| American Funds Intl Gr and Inc Capital Group · Mutual fund | $193K | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $150K | 1.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $125K | 1.3% |
| T. Rowe Price Global Stock Fund T. Rowe Price · Mutual fund | $98K | 1.0% |
| Fidelity Advisor Focused Emerging Markets Fund Fidelity (FMR) · Mutual fund | $84K | 0.9% |
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 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.