Filings through .
Filed June 20, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $86,524 |
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 | $35,313 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,946 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $25 |
12 funds of $250K or more; 20 lines in all, holding $20.7M of the plan's $21.5M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mercerwise 2040 Marsh McLennan (Mercer) · Other | $3.1M | 15.2% |
| Mercerwise 2035 Marsh McLennan (Mercer) · Other | $2.7M | 13.1% |
| Mercerwise 2045 Marsh McLennan (Mercer) · Other | $2.2M | 10.7% |
| Mercerwise 2050 Marsh McLennan (Mercer) · Other | $2.0M | 9.6% |
| Mercerwise 2025 Marsh McLennan (Mercer) · Other | $2.0M | 9.6% |
| Mercerwise 2030 Marsh McLennan (Mercer) · Other | $1.9M | 9.4% |
| State Street S&P 500 Index Fund Class N State Street (SSgA) · Mutual fund Index | $1.5M | 7.1% |
| Mercerwise 2055 Marsh McLennan (Mercer) · Other | $1.4M | 6.9% |
| Mercerwise 2020 Marsh McLennan (Mercer) · Other | $1.1M | 5.3% |
| Mercerwise 2060 Marsh McLennan (Mercer) · Other | $741K | 3.6% |
Covers 61,314 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.