Filings through .
Filed October 18, 2004
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, LLC3 years Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 49 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Other Services | $41,955 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,645 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Services | $6,040 |
Filed as: MMLIS Service code 49 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Services | $6,040 |
Filed as: THIRD PARTY ADMINISTRATORS Service code 13 2 EXECUTIVE PARK DR · BEDFORD, NH 03110 | Contract Administrator | $2,994 |
7 funds of $250K or more; 28 lines in all, holding $6.4M of the plan's $6.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $4.8M | 75.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $478K | 7.5% |
| SF Guaranteed Manager not matched · Insurance contract | $223K | 3.5% |
| Fidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class Z Fidelity (FMR) · Mutual fund | $183K | 2.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $95K | 1.5% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $94K | 1.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $94K | 1.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $64K | 1.0% |
| Growth Portfolio Fidelity (FMR) · Mutual fund | $50K | 0.8% |
| Lvip Ssga S&P 500 Index State Street (SSgA) · Mutual fund Index | $46K | 0.7% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.