Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
<1% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$28K in admin expenses, $55 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds hold $12.6M of the plan's $13.2M. Recordkeeper: Empower.
Target-date series: SSgA Target Retirement, mutual fund, 97% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 6 vintages | $12.3M | 97.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $214K | 1.7% |
| Empower Fixed Account - Series Class I Empower · Insurance contract Recordkeeper's own fund | $54K | 0.4% |
| Blackrock Russell 1000 Growth Fund BlackRock · Collective trust Index | $38K | 0.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $12K | <0.1% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedState Street Target Retirement 2055 Fund Class K | $12.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show 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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $27,365 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed November 27, 2024 (most recent of 3 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
10 filings · 2016 to 2025