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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,773 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $18,148 |
7 funds of $250K or more; 16 lines in all, holding $8.5M of the plan's $8.6M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $7.5M | 87.8% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $410K | 4.8% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $117K | 1.4% |
| AB Large Cap Growth AllianceBernstein · Other | $96K | 1.1% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $80K | 0.9% |
| AT Contract Value Empower Empower · Insurance contract Recordkeeper's own fund | $78K | 0.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $55K | 0.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $47K | 0.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $41K | 0.5% |
| Fidelity Advisor Small Cap Fund Fidelity (FMR) · Mutual fund | $39K | 0.5% |
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.
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.