Filings through .
Filed December 18, 2009
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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,849 |
LAWLEY RETIREMENT ADVISORS LLC10+ years Service code 27 361 DELAWARE AVE · BUFFALO, NY 14202 | Advisory (Plan) | $25,000 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,274 |
13 funds of $250K or more; 17 lines in all, holding $21.9M of the plan's $22.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $18.4M | 84.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $766K | 3.5% |
| FlexPath Stable Value Fund Cl R1 Manager not matched · Stable value Stable value | $571K | 2.6% |
| AB Large Cap Growth Z AllianceBernstein · Other | $365K | 1.7% |
| Vanguard Total World Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $254K | 1.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $248K | 1.1% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $208K | 1.0% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $202K | 0.9% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $201K | 0.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $172K | 0.8% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Total World Stock Index Fund Admiral Shares | $254K |
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 71,097 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.