Filings through .
Filed December 30, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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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 | $4,312 |
21 funds of $250K or more; 16 lines in all, holding $38.3M of the plan's $39.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, collective trust, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 13 vintages | $24.6M | 64.2% |
| Large Cap Growth / JP Morgan Invst Mgmt JPMorgan · Collective trust | $3.6M | 9.4% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $3.0M | 7.9% |
| Baron Focused Growth Fund R6 Shares Manager not matched · Mutual fund | $1.5M | 3.8% |
| EI Fixed Account - Series Class I Manager not matched · Insurance contract | $911K | 2.4% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $903K | 2.4% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $741K | 1.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $686K | 1.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $662K | 1.7% |
| Columbia Strategic Income Fund Institutional 2 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $386K | 1.0% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.