Filings through .
Filed February 11, 2011
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, LLC4 years Filed as: EMPOWER ANNUITY INS CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,899 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,726 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 11701 BORMAN DR. · ST. LOUIS, MO 63146 | Contract Administrator | $21,939 |
Service code 27 6300 BRIDGE POINT PRKWY BLDG 1 · AUSTIN, TX 78730 | Advisory (Plan) | $4,660 |
15 funds of $250K or more; 23 lines in all, holding $10.4M of the plan's $10.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $3.3M | 32.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 12.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 10.0% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $962K | 9.2% |
| Empower Unallocated investment contract - Key Guaranteed Portfolio Fun Empower · Insurance contract Recordkeeper's own fund | $858K | 8.2% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $494K | 4.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $461K | 4.4% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $357K | 3.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $344K | 3.3% |
| Great Gray Blended Resrch Core Eqty Great Gray · Other | $277K | 2.7% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCore Plus Bond Fund Fee Class R1 | $266K |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.