Filings through .
Filed September 2, 2006
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, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $191,925 |
10 funds hold $37.2M of the plan's $37.2M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Prudential Guaranteed Deposit Fund Prudential (PGIM) · Insurance contract | $13.8M | 37.1% |
| Dryden S&P 500 Index Fund Manager not matched · Mutual fund Index | $5.2M | 14.0% |
| Vanguard International Stock Admiral Fund Vanguard · Mutual fund | $4.5M | 12.1% |
| MFS International Equity Fund Class I MFS (Sun Life) · Mutual fund | $3.0M | 8.0% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $3.0M | 8.0% |
| Large Cap Growth/Jennison Prudential (PGIM) · Other | $2.2M | 6.0% |
| Mid Cap Value/Wellington Wellington · Other | $1.8M | 4.9% |
| Small Cap Growth/Times Square Manager not matched · Other | $1.8M | 4.9% |
| Kennedy Capital Small Cap Value Fund WCM Investment Management · Mutual fund | $1.1M | 2.9% |
| Core Plus Bond / Pgim Fund Prudential (PGIM) · Separate account | $752K | 2.0% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Samuel J. Brown, FSA, Ea, Maaa, Fca Empower Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.