Filings through .
Filed August 9, 1999 (most recent of 2 filings on file)
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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $263,645 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $51,033 |
Service code 10 500 OLD COUNTRY RD STE 311 · GARDEN CITY, NY 11530 | Accounting | $14,700 |
14 funds hold $214M of the plan's $218M. From the 2025 filing. Recordkeeper: Empower.
Added 4 funds, dropped 5 funds.
| Fund | Year-end value |
|---|---|
| AddedColumia Trust Dividend Income Fund | $17.9M |
| DroppedMFS Value Fund R6 | $16.4M |
| AddedFidelity International Capital Appreciation K6 Fund | $14.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.