Filings through .
Filed January 30, 2013 (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 |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,389 |
PENTEGRA SERVICES, INC.7 years Service code 13 · EIN 11-3745616 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $4,241 |
17 funds of $250K or more; 11 lines in all, holding $19.9M of the plan's $20.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $8.4M | 42.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.3M | 16.7% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $2.0M | 10.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 7.8% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 6.0% |
| BlackRock Advantage Small Cap Core Fund Class K BlackRock · Mutual fund | $1.1M | 5.6% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $895K | 4.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $854K | 4.3% |
| MetLife GAC Series 25053 MetLife · Collective trust | $323K | 1.6% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $179K | 0.9% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.