Filings through .
Filed March 15, 2006
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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $45,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,145 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,648 |
20 funds of $250K or more; 17 lines in all, holding $28.5M of the plan's $28.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $19.4M | 67.9% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $1.7M | 6.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 5.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 4.9% |
| Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $1.3M | 4.4% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $807K | 2.8% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $421K | 1.5% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $406K | 1.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $389K | 1.4% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $320K | 1.1% |
Covers 60,908 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.