Filings through .
Filed November 9, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $56,646 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,111 |
PENSION CONSULTANTS, INC.11+ years Service code 13 · EIN 06-1504963 | Contract Administrator | $19,997 |
21 funds of $250K or more; 18 lines in all, holding $30.8M of the plan's $31.2M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Putnam Retirement Advantage, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Putnam Retirement Advantage Franklin Templeton · Mutual fund Target-date, 7 vintages | $8.1M | 26.2% |
| Empower S&P 500 Index Fund Empower · Mutual fund Index | $4.7M | 15.3% |
| Franklin Growth Fund Franklin Templeton · Mutual fund | $2.7M | 8.9% |
| Putnam Retirement Advantage Franklin Templeton · Collective trust Target-date, 1 vintage | $2.4M | 7.6% |
| Guaranteed investment contract Empower Annuity Insurance Company of America Empower · Insurance contract | $2.3M | 7.6% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $2.2M | 7.1% |
| Putnam Retirement Advantage Maturity Fund Franklin Templeton · Mutual fund | $1.6M | 5.3% |
| Empower International Value Fund Empower · Mutual fund | $1.4M | 4.6% |
| Empower S&P Mid Cap 400 Index Fund Empower · Mutual fund Index | $1.2M | 3.7% |
| Empower S&P Small Cap 600 Index Fund Empower · Mutual fund Index | $808K | 2.6% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.