Filings through .
Filed January 1, 2012
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, LLC1+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $233,365 |
TIAA1+ years Filed as: TIAA-TEACHERS INS.&ANNUITY ASSOC Service code 99 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Other Fees | $201 |
32 funds of $250K or more; 27 lines in all, holding $91.7M of the plan's $91.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $46.8M | 51.0% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund | $7.6M | 8.3% |
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Mutual fund | $7.5M | 8.1% |
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Insurance contract | $6.9M | 7.5% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexPossible retail class A | $4.4M | 4.8% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund | $1.9M | 2.1% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund Index | $1.8M | 2.0% |
| Cost Value Mutual Funds (contin Manager not matched · Mutual fund | $1.8M | 2.0% |
| Money Market Account Class R2 TIAA (Nuveen) · Money market | $1.5M | 1.7% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund | $1.4M | 1.5% |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.