Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $85,093 |
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 | $26,536 |
EMPOWER ADVISORY GROUP, LLC1+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,164 |
32 funds of $250K or more; 36 lines in all, holding $98.0M of the plan's $98.3M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fxaix Manager not matched · Other | $16.6M | 17.0% |
| Vtthx Manager not matched · Other | $10.0M | 10.2% |
| Jlgmx Manager not matched · Other | $8.2M | 8.4% |
| Vthrx Manager not matched · Other | $6.3M | 6.4% |
| Veirx Manager not matched · Other | $4.5M | 4.6% |
| Fspsx Manager not matched · Other | $4.1M | 4.2% |
| Fxnax Manager not matched · Other | $3.8M | 3.9% |
| Vtivx Manager not matched · Other | $3.6M | 3.7% |
| Vfifx Manager not matched · Other | $3.5M | 3.5% |
| Vffvx Manager not matched · Other | $3.1M | 3.1% |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.