Filings through .
Filed June 22, 2009 (most recent of 3 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 |
|---|---|---|
ALDEN CAPITAL2 years Filed as: ALDEN CAPITAL MANAGEMENT INC Service code 27 37 W AVE STE 301 · WAYNE, PA 19087 | Advisory (Plan) | $44,811 |
CARON & BLETZER, PLLC2 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $13,000 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,609 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
24 funds of $250K or more; 19 lines in all, holding $36.7M of the plan's $40.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: JPMorgan SmartRetirement, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $8.0M | 21.9% |
| General Account Manager not matched · Insurance contract | $7.3M | 19.8% |
| American Funds Washington Mutual R3 Capital Group · Mutual fund Possible retail class R3 | $5.2M | 14.3% |
| Franklin Growth A Franklin Templeton · Mutual fund Possible retail class A | $2.8M | 7.6% |
| JPMorgan U.S. Equity Fund Class A JPMorgan · Mutual fund Possible retail class A | $2.3M | 6.3% |
| Blackrock S&P 500 Index V.I.III BlackRock · Mutual fund Index | $2.3M | 6.2% |
| NEW Perspective Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $1.6M | 4.5% |
| Victory Sycamore Established Value Fund Class A Victory Capital · Mutual fund Possible retail class A | $1.5M | 4.1% |
| Victory Sycamore Small Company Opp A Victory Capital · Mutual fund Possible retail class A | $1.5M | 4.1% |
| PIMCO High Yield Fund A PIMCO (Allianz) · Mutual fund Possible retail class A | $1.1M | 2.9% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.