Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $52,822 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 55 | Other Commissions | $32,070 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAN RD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
8 funds of $250K or more; 22 lines in all, holding $11.0M of the plan's $11.1M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Putnam Retirement Advantage, collective trust, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Putnam Retirement Advantage Franklin Templeton · Collective trust Target-date, 8 vintages | $8.2M | 74.6% |
| Putnam Retirement Advantage Trst Mat X Franklin Templeton · Collective trust | $1.7M | 15.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $414K | 3.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $156K | 1.4% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $104K | 0.9% |
| EI Fixed Account - Series Class I Manager not matched · Insurance contract | $80K | 0.7% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $55K | 0.5% |
| American Funds Capital World G/I R6 Capital Group · Mutual fund | $39K | 0.4% |
| JPMorgan Emerging Markets Equity Fund Class R6 JPMorgan · Mutual fund | $38K | 0.3% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $34K | 0.3% |
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 71,097 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.