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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,316 |
3 funds of $250K or more; 11 lines in all, holding $2.6M of the plan's $2.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, collective trust, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Collective trust Target-date, 9 vintages | $2.2M | 84.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $153K | 6.0% |
| BlackRock LifePath Index Retire K BlackRock · Collective trust Index | $82K | 3.2% |
| Pgim Total Return Bond Fund (Instl) Prudential (PGIM) · Mutual fund | $44K | 1.7% |
| JPMorgan Large Cap Growth Fund Class I JPMorgan · Mutual fund | $40K | 1.5% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $26K | 1.0% |
| THE Hartford Dividend AND Growth Fund Class R6 Hartford Funds · Mutual fund | $18K | 0.7% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $15K | 0.6% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $9K | 0.3% |
| World ex U.S. Core Equity Portfolio Institutional Class Shares Dimensional · Mutual fund | $8K | 0.3% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).