Filings through .
Filed September 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 |
|---|---|---|
Service code 27 321 COLUMBUS AVE 3RD FL · BOSTON, MA 02166 | Advisory (Plan) | $28,961 |
Service code 13 · EIN 04-3314028 80 N MAIN STREET · WHITE RIVER JUNCTION, VT 05001 | Contract Administrator | $21,615 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $9,172 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 | Recordkeeping Fees | $1,890 |
22 funds of $250K or more; 21 lines in all, holding $41.2M of the plan's $41.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 5 vintages | $9.0M | 21.9% |
| Growth Fund OF America Class R-4 Capital Group · Mutual fund | $6.6M | 16.1% |
| MFS Aggressive Growth Allocation Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $2.9M | 7.1% |
| BNY Mellon Inst S&P 500 Stock Index I N/R BNY · Mutual fund Index | $2.7M | 6.5% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $2.7M | 6.4% |
| Cost value Invesco Stable Value IV Fund Invesco · Insurance contract | $2.6M | 6.2% |
| BNY Mellon Midcap Index Fund, Inc. Investor Shares BNY · Mutual fund Index | $2.3M | 5.7% |
| Capital World Growth & Income Fund Class R-4 Capital Group · Mutual fund | $2.0M | 4.8% |
| MFS Growth Allocation Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $1.7M | 4.2% |
| MFS Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $1.6M | 3.9% |
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.
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.