Filings through .
Filed April 6, 2007
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, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,200 |
MARSH & MCLENNAN AGENCY LLC9 years Filed as: MMA SECURITIES LLC Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $22,500 |
GRAY, GRAY & GRAY1 year Filed as: GRAY, GRAY, & GRAY, LLP Service code 10 34 SOUTHWEST PARK · WESTWOOD, MA 02090 | Accounting | $12,000 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 99 · EIN 13-5381590 | Other Fees | $2,700 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
13 funds of $250K or more; 14 lines in all, holding $59.6M of the plan's $60.2M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Alliance Bernstein Large Cap Growth Fund III Class R1 AllianceBernstein · Mutual fund Possible retail class R1 | $15.0M | 25.1% |
| Putnam Large Cap Value R1 Franklin Templeton · Mutual fund Possible retail class R1 | $10.2M | 17.2% |
| THE Hartford International Opportunities Fund Class R6 Hartford Funds · Mutual fund | $9.8M | 16.4% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $5.6M | 9.4% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $5.0M | 8.5% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $4.1M | 6.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.5M | 5.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 2.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 2.0% |
| Janus Henderson Balanced Fund Class N Janus Henderson · Mutual fund | $1.1M | 1.8% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.