Filings through .
Filed April 27, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,992 |
Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $59,500 |
21 funds of $250K or more; 12 lines in all, holding $59.0M of the plan's $63.3M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $39.2M | 66.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.2M | 14.0% |
| Parnassus Core Equity Fund Institutional Shares Affiliated Managers Group · Mutual fund | $2.7M | 4.6% |
| American Funds Washington Mutual Investors Fun Capital Group · Mutual fund | $1.9M | 3.2% |
| Northern Funds Institutional U.S. Government Select Portfolio Northern Trust · Mutual fund | $1.5M | 2.5% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 2.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 2.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 2.1% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $712K | 1.2% |
| Great Gray Trust Company Emerging Markets Fund Manager not matched · Collective trust | $321K | 0.5% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.