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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 35142 LB 1035 · SEATTLE, WA 981245142 | Advisory (Plan) | $71,013 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,327 |
12 funds of $250K or more; 17 lines in all, holding $22.8M of the plan's $23.1M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $19.2M | 84.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 7.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $463K | 2.0% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $291K | 1.3% |
| T. Rowe Price Overseas Stock Fund-I Class T. Rowe Price · Mutual fund | $231K | 1.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $209K | 0.9% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $205K | 0.9% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $134K | 0.6% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $133K | 0.6% |
| Vanguard High-Yield Corporate Fund Admiral Shares Vanguard · Mutual fund | $79K | 0.3% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.