Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 22-2769024 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $48,545 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,331 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
18 funds of $250K or more; 17 lines in all, holding $24.5M of the plan's $25.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $14.2M | 58.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.7M | 11.2% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $1.5M | 5.9% |
| Fixed Annuity Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $1.1M | 4.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $946K | 3.9% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $911K | 3.7% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $705K | 2.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $659K | 2.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $420K | 1.7% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $417K | 1.7% |
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.