Filings through .
Filed May 29, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $88,976 |
Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $38,624 |
Service code 10 1011 CENTRE ROAD, SUITE 310 · WILMINGTON, DE 19805 | Accounting | $13,500 |
14 funds of $250K or more; 23 lines in all, holding $92.6M of the plan's $93.8M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| IndexSelect Moderate 2035 Fund Manager not matched · Collective trust | $30.4M | 32.8% |
| IndexSelect Moderate 2045 Fund Manager not matched · Collective trust | $23.8M | 25.7% |
| IndexSelect Moderate Retirement Fund Manager not matched · Collective trust | $16.3M | 17.6% |
| IndexSelect Moderate 2055 Fund Manager not matched · Collective trust | $11.9M | 12.9% |
| Blackrock Equity Index Fund BlackRock · Collective trust Index | $2.9M | 3.1% |
| Morley Stable Value Fund Principal · Stable value Stable valueRecordkeeper's own fund | $2.1M | 2.2% |
| IndexSelect Moderate 2065 Fund Manager not matched · Collective trust | $1.4M | 1.5% |
| Small CAP VAL Manager not matched · Collective trust | $777K | 0.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $600K | 0.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $456K | 0.5% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
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.