Filings through .
Filed July 23, 2014
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 |
|---|---|---|
THE DAVID J. YVARS GROUP8 years Filed as: THE DAVID J YVARS GROUP Service code 27 400 COLUMBUS AVE · VALHALLA, NY 10595 | Advisory (Plan) | $51,099 |
Filed as: CREATIVE PENSION CONSULTANTS, INC Service code 13 · EIN 14-1759450 435 NEW KARNER ROAD, CONCORD STREET · ALBANY, NY 12205 | Contract Administrator | $23,854 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,976 |
Service code 13 · EIN 16-1616474 6 THOADS DR., STE 7 · UTICA, NY 13502 | Contract Administrator | $700 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
14 funds of $250K or more; 26 lines in all, holding $15.4M of the plan's $15.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $9.9M | 64.4% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $2.1M | 13.9% |
| Separate Account Guaranteed Interest Contract Manager not matched · Insurance contract | $733K | 4.8% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $377K | 2.5% |
| Nuveen Small Cap Blend Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $372K | 2.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $276K | 1.8% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $268K | 1.7% |
| Invesco Core Bond Fund Class R6 Invesco · Mutual fund | $217K | 1.4% |
| Capital Income Builder Class R-6 Capital Group · Mutual fund | $185K | 1.2% |
| iShares Total U.S. Stock Market Index Fund Class K BlackRock · ETF Index | $171K | 1.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.