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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $93,590 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,262 |
NOVA 401(K) ASSOCIATES1+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $10,000 |
21 funds of $250K or more; 26 lines in all, holding $60.2M of the plan's $63.5M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $42.4M | 70.5% |
| Tiaa Investments Tiaa-Cref S&P 500 Index Instl TIAA (Nuveen) · Mutual fund Index | $4.7M | 7.8% |
| Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $1.8M | 3.0% |
| i) Mutual funds: Vang Midcap IDX ADM Vanguard · Mutual fund Index | $1.5M | 2.5% |
| iShares U.S. Aggregate Bond Index Fund Institutional Shares BlackRock · ETF Index | $1.4M | 2.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 2.3% |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 JPMorgan · Mutual fund | $1.4M | 2.3% |
| Nuveen Small Cap Blend Index Fund Class I TIAA (Nuveen) · Mutual fund Index | $942K | 1.6% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $794K | 1.3% |
| Dimensional Fund Advisors DFA Emerging Markets I Dimensional · Mutual fund | $711K | 1.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.