Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
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 | $69,907 |
UBS FINANCIAL SERVICES INC5 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $41,673 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,119 |
16 funds of $250K or more; 25 lines in all, holding $19.2M of the plan's $19.3M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, other, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Separate account Target-date, 10 vintages | $5.1M | 26.8% |
| Growth Fund OF America Capital Group · Separate account | $3.5M | 18.2% |
| JPMorgan U.S. Equity Fund JPMorgan · Separate account | $3.1M | 16.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $1.5M | 8.0% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Separate account | $895K | 4.7% |
| American Balanced Fund Capital Group · Separate account | $894K | 4.7% |
| JPMorgan Mid Cap Equity Fund JPMorgan · Separate account | $835K | 4.3% |
| Blackrock Equity Dividend Fund BlackRock · Separate account | $633K | 3.3% |
| MFS Growth Fund MFS (Sun Life) · Separate account | $606K | 3.2% |
| MFS Total Return Bond Fund MFS (Sun Life) · Separate account | $387K | 2.0% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.