Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $22,767 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,656 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,428 |
13 funds of $250K or more; 30 lines in all, holding $10.6M of the plan's $10.6M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Prufx Manager not matched · Other | $1.5M | 14.0% |
| IMHPJA1 Manager not matched · Other | $1.2M | 10.9% |
| 1IRWMGX Manager not matched · Other | $1.1M | 10.2% |
| Irwigx Manager not matched · Other | $960K | 9.0% |
| 1ZTR30A Manager not matched · Other | $935K | 8.8% |
| 1ZTR20A Manager not matched · Other | $651K | 6.1% |
| 1ZTR40A Manager not matched · Other | $639K | 6.0% |
| Vfiax Manager not matched · Other | $545K | 5.1% |
| Wfprx Manager not matched · Other | $541K | 5.1% |
| Imxecx Manager not matched · Other | $322K | 3.0% |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.