Filings through .
Filed July 25, 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 |
|---|---|---|
Filed as: PROCYON PARTNERS LLC DBA PROCYON AD Service code 27 1 CORPORATE DR STE 225 · SHELTON, CT 064846230 | Advisory (Plan) | $41,098 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,266 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $331 |
21 funds of $250K or more; 22 lines in all, holding $23.1M of the plan's $23.3M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.6M | 24.2% |
| American Funds American Balanced R6 Capital Group · Mutual fund | $4.6M | 19.7% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $3.0M | 12.8% |
| AT Contract Value Empower Empower · Insurance contract Recordkeeper's own fund | $2.1M | 9.2% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $1.0M | 4.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $934K | 4.0% |
| Blackrock MID CAP Growth Equity Portfolio Institutional BlackRock · Mutual fund | $768K | 3.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $750K | 3.2% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $731K | 3.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $616K | 2.7% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.