Filings through .
Filed February 20, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,517 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 PO BOX 9500 · SPRINFIELD, MA 011029500 | Advisory (Plan) | $25,000 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 12 BROAD ST 5TH FL · RED BANK, NJ 07701 | Advisory (Plan) | $25,000 |
HOLMAN FRENIA ALLISON PC3 years Filed as: HOLMAN FRENIA ALLISON, P.C. Service code 10 1985 CEDAR BRIDGE AVE STE 3 · LAKEWOOD, NJ 08701 | Accounting | $14,071 |
26 funds of $250K or more; 16 lines in all, holding $72.2M of the plan's $72.2M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $39.6M | 54.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $11.6M | 16.0% |
| Guaranteed Investment Contract Empower Principal · Insurance contract | $5.9M | 8.2% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $2.7M | 3.7% |
| American Funds American Mutual Fund Class R-6 Capital Group · Mutual fund | $2.0M | 2.8% |
| THE Hartford International Opportunities Fund Class R6 Hartford Funds · Mutual fund | $1.7M | 2.4% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.7M | 2.3% |
| Allspring Special Small Allspring · Mutual fund | $1.5M | 2.1% |
| Loomis Sayles Investment Grade Bond Fund Class N Natixis IM · Mutual fund | $1.5M | 2.0% |
| Capital Income Builder Class R-6 Capital Group · Mutual fund | $914K | 1.3% |
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.
The auditor signed off without reservation. This is the cleanest opinion.