Filings through .
Filed September 14, 2018
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $414,602 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $206,742 |
Filed as: CBIZ CPAS PC Service code 10 25793 NETWORK PLACE · CHICAGO, IL 60673 | Accounting | $32,550 |
27 funds of $250K or more; 16 lines in all, holding $99.0M of the plan's $100M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, collective trust, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Collective trust Target-date, 12 vintages | $53.2M | 53.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.6M | 8.7% |
| Trp Stable Value Fund T. Rowe Price · Insurance contract | $6.7M | 6.8% |
| Equity CL S MFS Growth Equity Fund CL S MFS (Sun Life) · Collective trust | $5.1M | 5.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $4.6M | 4.7% |
| Instl 3 Dodge & Cox Stock X Dodge & Cox · Mutual fund | $3.7M | 3.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.0M | 3.1% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund | $2.9M | 2.9% |
| Index Admiral Ggt Fidelity Ins AM Core Pls Fxd Fidelity (FMR) · Collective trust Index | $2.7M | 2.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 2.4% |
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 71,097 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.