Filings through .
Filed October 18, 2004
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: EMPLOWER ANNUITY INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $487,750 |
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $365,645 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 5454 110TH ST · OVERLAND PARK, KS 66221 | Advisory (Plan) | $52,500 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $52,500 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN,PC Service code 10 · EIN 22-2027092 | Accounting | $42,640 |
32 funds of $250K or more; 23 lines in all, holding $1.22B of the plan's $1.23B. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Principal LifeTime, collective trust, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintages | $270M | 22.2% |
| Fidelity Growth Compy Fidelity (FMR) · Mutual fund | $265M | 21.8% |
| Empower Guaranteed Long-Term Empower · Insurance contract Recordkeeper's own fund | $168M | 13.8% |
| BlackRock Equity Index Fund M BlackRock · Collective trust Index | $147M | 12.1% |
| Principal LargeCap S&P 500 Index Separate Account Principal · Separate account Index | $53.2M | 4.4% |
| Putnam Large Cap Value Trust IA Franklin Templeton · Collective trust | $43.8M | 3.6% |
| JPMorgan Small Cap Value Fund Class R4 JPMorgan · Mutual fund | $39.8M | 3.3% |
| Principal PGI CIT Mid-Cap Equity Fund Tier IV Principal · Collective trust | $36.7M | 3.0% |
| Core Plus Bond Fund CF Class JPMorgan · Collective trust | $26.9M | 2.2% |
| Invesco Discovery Fund Class R6 Invesco · Mutual fund | $20.2M | 1.7% |
Added 8 funds, dropped 5 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedJPMorgan Equity Income Fund Class R6 | $54.0M |
| AddedPrincipal LargeCap S&P 500 Index Separate Account | $53.2M |
| ReplacedHighCarillon Eagle Mid Cap Growth Fund Class I to Principal PGI CIT Mid-Cap Equity Fund Tier IV | $46.9M to $36.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 2 renames.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.