Filings through .
Filed June 26, 2003
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 ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,698 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $7,800 |
20 funds hold $59.0M of the plan's $60.3M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $15.3M | 25.9% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $12.0M | 20.4% |
| Growth Fund OF America Class R-5 Capital Group · Mutual fund | $6.9M | 11.8% |
| Columbia Select Mid Cap Value Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $3.5M | 5.9% |
| Franklin Templeton Investments Rising Dividends Adv Franklin Templeton · Mutual fund | $3.3M | 5.7% |
| MFS Value Fund R4 MFS (Sun Life) · Mutual fund | $2.7M | 4.6% |
| International Investor Fund Natixis IM · Mutual fund | $2.0M | 3.5% |
| Black Rock Mid-Cap Growth Equity Fund BlackRock · Mutual fund | $2.0M | 3.4% |
| Eupac Fund Class R-5 Capital Group · Mutual fund | $1.6M | 2.7% |
| PIMCO Total Return Fund (Admiral) PIMCO (Allianz) · Mutual fund | $1.5M | 2.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.