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, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,288 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,317 |
19 funds of $250K or more; 26 lines in all, holding $15.9M of the plan's $16.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $5.0M | 31.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.4M | 15.1% |
| MassMutual Blue Chip Growth Adm MassMutual · Insurance contract | $1.1M | 7.0% |
| MassMutual Fundamental Value Fund Class R5 MassMutual · Mutual fund | $948K | 6.0% |
| Growth Fund OF America Capital Group · Mutual fund | $846K | 5.3% |
| Small-Mid Cap Growth Fund Manager not matched · Mutual fund | $811K | 5.1% |
| Columbia Select Mid Cap Value Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $525K | 3.3% |
| JPMorgan U.S. Equity Fund Class R5 JPMorgan · Mutual fund | $479K | 3.0% |
| Empower Core Strategies: International Equity Fund Empower · Mutual fund Recordkeeper's own fund | $476K | 3.0% |
| MML Barings Core Bond Fund Class R5 MassMutual · Insurance contract | $448K | 2.8% |
Dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedMassMutual Blue Chip Growth Fund Class R5 | $1.2M |
| ReplacedHighMassMutual International Equity Fund Class R5 to Empower Core Strategies: International Equity Fund | $679K to $476K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
The auditor signed off without reservation. This is the cleanest opinion.