Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $187,993 |
22 funds of $250K or more; 25 lines in all, holding $100M of the plan's $103M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Century One Choice, other, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Century One Choice American Century · Other Target-date, 8 vintages | $73.4M | 73.1% |
| American Century Income Hybrid Cl 2 American Century · Other | $11.7M | 11.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.1M | 3.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 2.8% |
| Fidelity Government Money Market Fund (Instl) Fidelity (FMR) · Money market | $2.8M | 2.8% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $943K | 0.9% |
| American Funds Capital Group · Mutual fund | $676K | 0.7% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $657K | 0.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $575K | 0.6% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $560K | 0.6% |
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedCollective Trust Funds American Century RD Hybrid Income CL 2 | $3.6M |
| AddedAmerican Funds | $676K |
| DroppedAmerican Funds Washington Mutual R6 | $349K |
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.