Filings through .
Filed November 23, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS.CO.OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,280 |
14 funds of $250K or more; 16 lines in all, holding $11.2M of the plan's $11.4M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $5.6M | 50.3% |
| Vanguard Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.4M | 12.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $762K | 6.8% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $757K | 6.8% |
| American Funds Capital World G/I R6 Capital Group · Mutual fund | $693K | 6.2% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund | $386K | 3.5% |
| Nuveen Large Cap Responsible Equity Fund Class R6 TIAA (Nuveen) · Mutual fund | $343K | 3.1% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $315K | 2.8% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $206K | 1.8% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $189K | 1.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.