Filings through .
Filed November 9, 2005
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $81,789 |
KESTRA INVESTMENT SERVICES LLC10+ years Service code 55 · EIN 74-2794194 | Other Commissions | $33,357 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 13 | Contract Administrator | $11,847 |
THE ANGELL PENSION GROUP, INC.11+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 | Contract Administrator | $0 |
16 funds of $250K or more; 25 lines in all, holding $14.2M of the plan's $14.5M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $4.3M | 30.4% |
| Guaranteed Investment Contracts Massachusetts Mutual Life MassMutual · Insurance contract | $1.7M | 11.8% |
| Vanguard Index Admiral N/R Vanguard · Mutual fund Index | $1.4M | 9.6% |
| American Funds American Balanced Fund Capital Group · Mutual fund | $1.3M | 9.1% |
| MFS Core Equity Fund N/R MFS (Sun Life) · Mutual fund | $1.2M | 8.2% |
| JPMorgan Large Cap Growth Fund (R) JPMorgan · Mutual fund | $1.1M | 7.7% |
| MFS International Growth Fund N/R MFS (Sun Life) · Mutual fund | $894K | 6.3% |
| J.P. Morgan Core Plus Bond Fund N/R JPMorgan · Mutual fund | $547K | 3.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $308K | 2.2% |
| Victory Sycamore Small Company Opportunity Fund Victory Capital · Mutual fund | $265K | 1.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.