Filings through .
Filed October 14, 2026
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,046 |
UBS FINANCIAL SERVICES INC2 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $62,500 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,500 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,639 |
24 funds of $250K or more; 26 lines in all, holding $108M of the plan's $110M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Century RD Hybrid 2025 CL I American Century · Collective trust | $26.6M | 24.6% |
| Empower Large Cap Growth Fund Institutional Class Empower · Mutual fund Recordkeeper's own fund | $8.4M | 7.8% |
| MM S&P 500(R) Index I Manager not matched · Money market Index | $8.1M | 7.5% |
| American Century RD Hybrid 2030 CL I American Century · Collective trust | $7.7M | 7.2% |
| American Century RD Hybrid 2035 CL I American Century · Collective trust | $7.6M | 7.0% |
| American Century RD Hybrid 2040 CL I American Century · Collective trust | $6.3M | 5.8% |
| American Century RD Hybrid 2045 CL I American Century · Collective trust | $5.9M | 5.4% |
| MFS Moderate Allocation Fund R6 MFS (Sun Life) · Mutual fund | $5.2M | 4.8% |
| American Century RD Hybrid 2050 CL I American Century · Collective trust | $4.5M | 4.2% |
| MassMutual Mid Cap Growth Fund Class I MassMutual · Mutual fund | $4.2M | 3.9% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.