Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,467 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Distribution (12b-1) fees; Securities... | $50 |
22 funds of $250K or more; 14 lines in all, holding $68.8M of the plan's $69.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $50.7M | 73.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.7M | 9.7% |
| JPMorgan U.S. Garp Equity Fund Class R6 JPMorgan · Mutual fund | $3.9M | 5.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 2.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 2.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 1.5% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $830K | 1.2% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $623K | 0.9% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $484K | 0.7% |
| Retirement Fund Putnam Stable Value Collective trust Franklin Templeton · Stable value Stable value | $303K | 0.4% |
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.
The auditor signed off without reservation. This is the cleanest opinion.