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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 | $35,531 |
EMPOWER ADVISORY GROUP, LLC4+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,370 |
23 funds of $250K or more; 19 lines in all, holding $30.6M of the plan's $30.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $17.9M | 58.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.3M | 17.3% |
| Massachusetts Investors Growth Stock Fund R6 MFS (Sun Life) · Mutual fund | $1.2M | 4.0% |
| iShares MSCI Total International Index Fund Class K Shares BlackRock · ETF Index | $731K | 2.4% |
| Invesco Discovery Mid Cap Growth Fund Class R6 Invesco · Mutual fund | $676K | 2.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $653K | 2.1% |
| EI Fixed Account - Series Class I Empower · Insurance contract Recordkeeper's own fund | $582K | 1.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $541K | 1.8% |
| Federated Hermes Institutional High Yield Bond Fund Class R6 Shares Federated Hermes · Mutual fund | $482K | 1.6% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $437K | 1.4% |
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.
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.